MCNALLY CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
159725
Registered since
November 7, 2012

Firm profile

FINTRX

Overview

McNally Capital Securities, LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm is listed as SEC-registered in 2012 and is owned by a domestic entity/individual. Recorded metadata indicates McNally Capital Securities does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Available records do not provide detail on client segments, advisory or transactional activities, fee schedules, or specific service lines. The combination of its investment-bank classification and the lack of reported advisory metrics suggests the firm operates more on the deal/advisory side of financial services rather than as a traditional discretionary asset manager.

Assets & Accounts

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

Contacts

3 of 9
  • ZACHARY WOOD

    Vice PresidentCRD 6520152

  • Connor Joyce

    Registered RepresentativeCRD 7577388

  • Nicholas Guarino

    AssociateCRD 6805799

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
151 N Franklin St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth