Treasury Brokerage
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 140855
- Registered since
- October 11, 2006
- Website
- www.treasurycurve.com
Firm profile
FINTRXOverview
Treasury Brokerage is organized as a limited liability company that registered with the SEC in 2006. Public filings identify ownership as a mix of a domestic entity and an individual, and the firm is classified as unclassified in the snapshot data. The firm has not disclosed descriptive material about its business lines, advisory activities, or client segments in the provided records. The firm appears to operate with a narrow regulatory footprint: it is not designated as a capital allocator, it does not identify as an active ESG investor, and it is not listed as a multi-state adviser, pension consultant, or related adviser in the snapshot information.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Aron Chazen
Chief Executive Officer & Co-FounderCRD 2211603
Contacts
3 of 8
Nancy Jerez
Senior Director, Business DevelopmentCRD 4641068

Frederick Berretta
Vice PresidentCRD 2266140

Andrew Dorato
Senior Relationship ManagerCRD 6288313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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