P. A. N. Securities, LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
104823
Registered since
January 30, 2001

Firm profile

FINTRX

Overview

P. A. N. Securities, LP is organized as a partnership with ownership attributed to a domestic entity and an individual. In FINTRX taxonomy the firm is marked "Unclassified," and the available profile contains only a handful of attribute flags rather than a defined investment or advisory taxonomy. The dataset flags indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. Specifics on business activities, advisory services, client segments, and fee arrangements are not included in the record.

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

2 of 2
  • Howard Spindel

    Howard Spindel

    Senior Managing DirectorCRD 708042

  • Kelley Petrecki

    Kelley Petrecki

    DirectorCRD 4462878

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth