Broadhaven Securities LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 157804
- Registered since
- November 1, 2011
- Website
- www.broadhaven.com
Firm profile
FINTRXOverview
Broadhaven Securities LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is SEC-registered (registration year listed as 2011) and appears to be privately held with ownership described as a mix of a domestic entity and an individual. The profile supplied does not list traditional advisory or asset-management activities; the data explicitly indicates Broadhaven is not a capital allocator and is not categorized as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source does not provide detail on business lines beyond the investment-bank classification, so there is no documented information about underwriting, brokerage, or specific advisory services in the record provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Meghan Lockwood
Partner and Chief Operating OfficerCRD 4474368
Contacts
3 of 36
Kirk Wilson
PartnerCRD 2048416

Ryan Fernandes
Managing DirectorCRD 5960498

Conor Nelson
Managing DirectorCRD 4412262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 155 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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