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Find, Compare and Monitor Financial Advisors at NEXTREND SECURITIES, INC.

CRD#: 43710
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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

NEXTREND SECURITIES, INC. is located at State Of Texas Address Confidentiality, Austin, TX 78711 and was first established at Dallas, Texas in 07/24/1997. After operating for 28 years, NEXTREND SECURITIES, INC. 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 NEXTREND SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. NEXTREND SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at NEXTREND SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 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 NEXTREND SECURITIES, INC.‘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 NEXTREND SECURITIES, INC.. 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 NEXTREND SECURITIES, INC. Comes From

Understanding the Statistics for NEXTREND SECURITIES, INC. 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
Regulatory Event
1

FIRM INFORMATION

Main Address
State Of Texas Address Confidentiality, Austin, TX 78711
Mailing Address
Po Box 12108, Austin, TX 78711
Firm Size
Small
Phone Number
(214) 668-1133
Established
Texas since 07/24/1997
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
NEXTREND TECHNOLOGIES, INC.SHAREHOLDER
CHERLIN, MARK SCOTTCHAIRMAN, CEO, PRESIDENT & CHIEF COMPLIANCE OFFICER1473238
THORNTON, STEVEN LEEFINOP4496384

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Advisor's working at NEXTREND SECURITIES, INC.

RS

Russell Joseph Sabadosa

RR
CRD#: 7728733
Location:
Austin, TX 78711
Company:
NEXTREND SECURITIES, INC.
Disclosures:
Experience:
2 years
View Profile
ST

Steven Lee Thornton

Steve Lee Thornton
RR
CRD#: 4496384
Location:
Pasadena, CA 91101
Company:
THE SPARTAN GROUP
Disclosures:
Experience:
26 years
View Profile
JS

Jeffrey Owen Steinberg

RR
CRD#: 7194263
Location:
Austin, TX 78711
Company:
NEXTREND SECURITIES, INC.
Disclosures:
Experience:
6 years
View Profile
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