FIS BROKERAGE & SECURITIES SERVICES LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
30
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. Publicly available firm metadata classifies it as "unclassified" and lists ownership as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. There are no disclosed details about advisory activities, fee arrangements, or client segments in the source data.

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

    Chief Compliance OfficerCRD 3261583

Contacts

3 of 29
  • Adam Olivarez

    AssociateCRD 7558559

  • Erin Shumway

    Compliance AnalystCRD 6814490

  • JENNIFER CAHALAN

    Sales ExecutiveCRD 3128125

Unlock 26 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