ADVANTAGE SECURITIES LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
39362
Registered since
March 6, 1996

Firm profile

FINTRX

Overview

Advantage Securities LLC is organized as a limited liability company and appears in SEC registration records going back to 1996. Ownership is listed as a domestic entity and an individual; the firm is classified in the dataset as "Unclassified." The public summary supplied does not describe specific advisory or broker-dealer activities, fee schedules, or client segments. The firm's regulatory profile in the dataset identifies it as not functioning as a capital allocator, not positioning as an ESG-focused investor, not registered as a multi-state adviser, not newly formed, and not serving as a pension consultant or related adviser. Those flags suggest a narrow public footprint for advisory services as described in the available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LISA JONES

    Chief Compliance OfficerCRD 2084154

  • JOSEPH GUINAN

    Chairman and Chief Executive OfficerCRD 1548822

  • SARAH WESTBROOK

    Chief Compliance OfficerCRD 4751500

Contacts

3 of 5
  • MICHAEL OMALLEY

    Executive Vice President, Business DevelopmentCRD 2435066

  • CURT MUSSAR

    Vice PresidentCRD 1277334

  • MARGUERITE CRANE

    Accounting ManagerCRD 2623309

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth