Zanbato Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Mountain View, California
CRD number
279028
Registered since
February 23, 2016

Firm profile

FINTRX

Overview

Zanbato Securities LLC is organized as a limited liability company and has been SEC-registered since 2016. The firm is listed as having domestic entity and individual ownership and is classified in the dataset as unclassified. The profile indicates the organization does not act as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser. The firm did not supply narrative detail about its business activities, advisory services, or affiliations in the provided data.

Assets & Accounts

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

2 of 2
  • Knut Nicolai Sand

    CEOCRD 6115928

  • Akrati Johari

    Akrati Johari

    Chief Growth OfficerCRD 5830166

Contacts

3 of 23
  • Stephen Brown

    Managing DirectorCRD 5801839

  • Jordan Sayler

    Operations ProfessionalCRD 7858952

  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

Unlock 20 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mountain View, CA

Santa Clara

Location

Mountain View, CA

Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
711 N Shoreline Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth