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 has been registered with the SEC since 1996. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not active on ESG investing, and is not designated as a multi-state or newly formed adviser. Other adviser roles such as pension consultant or related adviser are not indicated. Public-facing disclosures for business lines, fee schedules, client segments, and advisory activities are absent from the supplied record, leaving the firm's business model and target client profile unclear.

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

    Lisa Jones

    Chief Compliance OfficerCRD 2084154

  • Joseph Guinan

    Joseph Guinan

    Chairman and Chief Executive OfficerCRD 1548822

  • Sarah Westbrook

    Sarah Westbrook

    Chief Compliance OfficerCRD 4751500

Contacts

3 of 5
  • Michael Omalley

    Michael Omalley

    Executive Vice President, Business DevelopmentCRD 2435066

  • Curt Mussar

    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