TREASURY BROKERAGE

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
140855
Registered since
October 11, 2006

Firm profile

FINTRX

Overview

Treasury Brokerage operates as a limited liability company that has been SEC-registered since 2006. Ownership includes both a domestic corporate entity and an individual owner. The firm is classified as unclassified in the available records and does not appear to act as a capital allocator. It is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures for the firm are sparse: the record does not include stated business lines, fee schedule, client segments, or specified advisory activities. The available profile therefore provides a regulatory and structural snapshot rather than a description of investment strategy or client-facing services.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ARON CHAZEN

    CEOCRD 2211603

Contacts

3 of 8
  • NANCY JEREZ

    Senior DirectorCRD 4641068

  • FREDERICK BERRETTA

    Vice PresidentCRD 2266140

  • ANDREW DORATO

    Senior Relationship ManagerCRD 6288313

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
648 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth