Saxon Securities LLC

Saxon Securities LLC (CRD# 155168) is a financial advisory firm headquartered in San Francisco, CA. They manage $186,843,565 in 182 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
611 Gateway Boulevard, Suite 120 #1003, San Francisco, CA 94080
https://www.saxonsecurities.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $1,026,613
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Saxon Securities LLC
Showing 1 - 2 of 2 top financial advisors.
1
Yady Guitana, financial advisor San Francisco CA
Yady Guitana
CRD#: 5860234
611 Gateway Boulevard, Suite 120 #1003, San Francisco, CA 94080

Yady Guitana (CRD# 5860234) is an Investment Advisor Representative working at Saxon Securities LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Ned Lucia, financial advisor San Francisco CA
Ned F. Lucia
CRD#: 5582090
611 Gateway Boulevard, Suite 120 #1003, San Francisco, CA 94080

Ned Lucia (CRD# 5582090) is an Investment Advisor Representative working at Saxon Securities LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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