HASI SECURITIES LLC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 154669
- Registered since
- February 1, 2011
Firm profile
FINTRXOverview
Hasi Securities LLC is organized as a limited liability company and is registered with the SEC since 2011. The firm is classified as an investment bank rather than a traditional registered investment adviser or asset manager. Public records list ownership as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Other typical adviser details (client types, fee schedule, and specific advisory activities) are not provided in the available data, which suggests the firm’s primary activity is more likely transactional or capital markets–oriented than discretionary wealth management.
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
1 of 1NATHANIEL ROSE
Executive Vice President and Chief Investment OfficerCRD 5889835
Contacts
3 of 8Derek Reed
Vice PresidentCRD 8040346
Brian McCormack
CCOCRD 1600487
MAXIMILIAN LOWENTHAL
RepresentativeCRD 5934956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 1 Park Pl
- Time zone
- ET (UTC-5)
- Office locations
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