FIS Brokerage & Securities Services LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Bolingbrook, Illinois
CRD number
104162
Registered since
October 12, 2000

Firm profile

FINTRX

Overview

FIS Brokerage & Securities Services LLC is organized as a limited liability company and has been SEC-registered since 2000. Public filings identify the owner type as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the available data and does not report acting as a capital allocator. It is not listed as an active ESG investor, is not a multi-state adviser, and is not described as a newly formed adviser, pension consultant, or related adviser. The firm has not supplied detail about its business activities, advisory services, fee structure, or client segments in the materials provided.

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

1 of 1
  • Jenel Damis

    Jenel Damis

    Chief Compliance OfficerCRD 3261583

Contacts

3 of 28
  • Adam Olivarez

    Adam Olivarez

    AssociateCRD 7558559

  • Ellen Hughes

    Ellen Hughes

    Compliance Analyst IICRD 3018346

  • Erin Shumway

    Erin Shumway

    Compliance AnalystCRD 6814490

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bolingbrook, IL

Will

Location

Bolingbrook, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Will
Address
270 Remington Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth