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 shows an SEC registration date of 2023. FINTRX classifies the firm as unclassified and records the owner type as a domestic entity/individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures provided to the data source are sparse: client segments, fee arrangements, and detailed advisory activities are not listed, so there is little information available about the firm’s target clients or day-to-day wealth management approach.

Assets & Accounts

Investments & Alternatives

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

  • Thomas Brennan

    PrincipalCRD 2672134

  • Brittney Stephens

    Brittney Stephens

    CCOCRD 6042950

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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