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CRD#: 315469
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

DIRECTTRADE SECURITIES, LLC is located at 7708 84th Avenue Ct Nw, Gig Harbor, WA 98335 and was first established at Denver, Washington in 06/25/2021. After operating for 4 years, DIRECTTRADE SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DIRECTTRADE SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. DIRECTTRADE SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DIRECTTRADE SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DIRECTTRADE SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DIRECTTRADE SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for DIRECTTRADE SECURITIES, LLC Comes From

Understanding the Statistics for DIRECTTRADE SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
7708 84th Avenue Ct Nw, Gig Harbor, WA 98335
Mailing Address
7708 84th Avenue Ct Nw, Gig Harbor, WA 98335
Firm Size
Small
Phone Number
(425) 495-0104
Established
Washington since 06/25/2021
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ADVISOR SYSTEMS, INC.PARENT COMPANY
HIXON, JACY RYANPRESIDENT, CCO, MANAGING PARTNER2868818
SIMS, JEFFREY SCOTTFINOP, CFO, MANAGING PARTNER3247374

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at DIRECTTRADE SECURITIES, LLC

JH

Jacy Ryan Hixon

Jacy Ryan Hixon, Ryan Jacy Hixon, J. Ryan Hixon, Ryan Hixon
IAR
RR
CRD#: 2868818
Location:
Gig Harbor, WA
Company:
CROSSROADS ADVISOR NETWORK LLC
Disclosures:
Experience:
27 years
View Profile
KB

Kelly A Barker

Kelly Ann Alfino, Kelly Ann Barker, Kelly A Barker-Alfino, Kelly Ann Barker-Alfino, Kelly Ann Marlatt
RR
CRD#: 1461293
Location:
Gig Harbor, WA
Company:
DIRECTTRADE SECURITIES, LLC
Disclosures:
Experience:
38 years
View Profile
SM

Sherri Lynn Mccarty

Sherri L Mccarty, Sherri Lynn Mccarty
RR
CRD#: 6606536
Location:
Gig Harbor, WA 98335
Company:
DIRECTTRADE SECURITIES, LLC
Disclosures:
Experience:
9 years
View Profile
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