DAI SECURITIES, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 36673
- Registered since
- August 31, 1994
- Website
- www.daisecurities.com
Firm profile
FINTRXOverview
DAI Securities, LLC is organized as a limited liability company and is registered with the SEC; records show its registration year as 1994. Public records classify the firm as "Unclassified" and list its owner type as a domestic entity with individual ownership. Filings indicate the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser or a pension consultant. The dataset does not include a detailed description of business lines, advisory services, or client segments.
Assets & Accounts
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
3 of 8CHRISTINE MICHALETZ
Chief Operating OfficerCRD 6004009
Leslie Penka
Chief Compliance OfficerCRD 4535565
Cassity Wingenbach
Chief Operating OfficerCRD 5310099
Contacts
3 of 90JENNIFER MCKINNON
Senior Wealth AdvisorCRD 2213066
CONNOR SEEDALL
Financial AdvisorCRD 6418732
MICHAEL O'TOOLE
Financial AdvisorCRD 6336251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
DEKALB
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- DEKALB
- Address
- 2800 Century Pkwy NE
- Time zone
- ET (UTC-5)
- Office locations
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