Natisa Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Westchester, Illinois
CRD number
323904
Registered since
November 7, 2023

Firm profile

FINTRX

Overview

Natisa Securities LLC is organized as a limited liability company and appears in FINTRX’s database as an SEC-registered adviser (registration year listed as 2023). The firm is recorded as having domestic-entity and individual ownership and is classified as “unclassified” in the snapshot. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. Additional categorizations in the snapshot show it is not listed as a multi‑state adviser, pension consultant, or related adviser. Public disclosures in the feed are sparse: fields for client segments, fee schedules, core business or advisory activities were left blank in the source, which limits visibility into the firm’s service model, target clients, and pricing.

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

Contacts

3 of 3
  • Peter Owen

    Peter Owen

    FinOpCRD 5657792

  • Brittney Stephens

    Brittney Stephens

    CCOCRD 6042950

  • Thomas Brennan

    PrincipalCRD 2672134

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westchester, IL

Cook

Location

Westchester, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
11221 Summerdale St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth