Netshares Financial Services LLC
Firm details
- Headquarters
- Katy, Texas
- CRD number
- 307532
- Registered since
- January 6, 2021
Firm profile
FINTRXOverview
Netshares Financial Services LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 2021. The ownership is recorded as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator, is not positioned as an active ESG investor, and is not identified as a pension consultant or related adviser. It is also not registered as a multi-state adviser. The available data do not describe advisory business lines, client segments, fee schedules, or specific investment mandates. No affiliations, industry activities, or manager allocation preferences are provided in the source material.
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 1
Jason Strickland
Deputy Chief Compliance OfficerCRD 5013990
Contacts
2 of 2Hasnain Naveed
FinOpCRD 7004810

David Lee
FounderCRD 2605960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Katy, TX
Harris
Location
Katy, TX
Headquartered in Katy, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 22114 Blacksburg Ct
- Time zone
- CT (UTC-6)
- Office locations
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