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 registered with the SEC in 2016. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized as unclassified in the available dataset. It is not identified as a capital allocator, does not self-report as an active ESG investor, and is not characterized as a multi-state or newly formed adviser. The firm also does not present itself as a pension consultant or as a related adviser to another registered entity. The data set does not include descriptions of Zanbato’s client segments, fee schedules, advisory services, or broader business activities. There are no disclosed affiliations or activity details in the supplied material.

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

    Founder and CEOCRD 5830166

Contacts

3 of 23
  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

  • Seth Gersch

    Seth Gersch

    Registered RepresentativeCRD 221327

  • Scott Fauver

    Scott Fauver

    Managing DirectorCRD 1317752

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth