P. A. N. Securities, LP
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 104823
- Registered since
- January 30, 2001
Firm profile
FINTRXOverview
P. A. N. Securities, LP is organized as a partnership and is recorded as an SEC-registered adviser since 2001. Ownership is reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than placing it into a standard RIA category. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has provided minimal public detail on its business model, investment approach, client segments, fee schedules, or advisory activities. There is no description available of investment preferences, sector or style tilts, or manager-selection practices.
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
Contacts
2 of 2
Howard Spindel
FinOpCRD 708042

Kelley Petrecki
DirectorCRD 4462878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwalk, CT
Fairfield
Location
Norwalk, CT
Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 45 Glover Ave
- Time zone
- ET (UTC-5)
- Office locations
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