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 SEC-registered since 2001. Public filings identify the ownership structure as a combination of a domestic entity and an individual, and the firm is listed without a specific advisor classification. The record indicates the firm is not a multi-state adviser and is not newly formed. The firm has not disclosed core business lines, client segments, fee arrangements, or advisory activities in the available data. Several operational flags are negative: it is not marked as a capital allocator, it does not identify as an active ESG investor, and it is not reported as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
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 2Kelley Petrecki
DirectorCRD 4462878
HOWARD SPINDEL
Financial and Operations PrincipalCRD 708042
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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