CRD: 143211
Sunstreet Securities, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2007
- Office Locations
- 7
Office Locations
About Sunstreet Securities, LLC
SunStreet Securities, LLC is an independent broker-dealer focused on helping independent registered representatives and financial advisor representatives succeed. The firm provides a clearing platform and access to investment and insurance solutions including life, equity-indexed, and variable annuities, with direct accounts with mutual fund and insurance companies. Positioned as a low-cost, low-production-requirement broker-dealer for independent producers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MUNIB SAID HADDAD
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Finop, Managing Member, Personal Banker
- CRD
- #2610231
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
THOMAS EDWARD ANDERSON JR
Financial Advisor
- CRD
- #848796
JOHN PETER BONA
--
- CRD
- #1032381
Showing 2 of 18 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,500,000 | -- |
| Total | $6,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing