Broadoak Partners, LLC

Overview

Broadoak Partners, LLC is a Broker Dealer based in Bethesda, MD, formed in 2007 in Delaware. Its 6 registered representatives work across 3 branch offices in 2 states.

Registered reps

6

Branch offices

3

Formed

2007

Jurisdictions

2

Contact

1 phone number on file

Practice

Products and services

• Mergers & Acquisitions
• Other
• Private Placements

Executive officers 3 of 3

• Lars Martin Hanan Managing Member, Chief Financial Officer CRD 1583884
• William Franklin Snider Jr Managing Member CRD 2553714
• Donald Kyle Wilson Chief Compliance Officer CRD 3067901

Registered reps 3 of 6

• Michael Martin Caspani Registered Rep · Investment Adviser Rep CRD 5170960
• Daniel Stuart Friedman Registered Rep · Investment Adviser Rep CRD 6328787
• Lars Martin Hanan Registered Rep CRD 1583884

3 more registered reps, with emails, phones and branch locations

Location

Headquarters

4800 Montgomery Ln Ste 230
Bethesda, MD 20814

County

Montgomery

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Branch offices

3 in 2 states, including Brisbane, CA

Registrations

• FINRA member, limited liability company formed in Delaware
• Registered in 2 jurisdictions
• Website: broadoak.com

Every state, with registration dates

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