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 has been SEC-registered since 2001. FINTRX classifies the firm as “unclassified” and notes owner types as a domestic entity and an individual. The dataset does not list specific advisory or business activities, and the firm is not identified as a multi-state adviser, pension consultant, or related adviser. FINTRX also flags the firm as not being an active ESG investor and not acting as a capital allocator. The public record here is sparse: there are no published details on client segments, fee structures, or the day-to-day advisory services the firm provides. That limited disclosure makes it difficult to place the firm into a standard RIA operating model from the FINTRX entry alone.
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 2
Kelley Petrecki
DirectorCRD 4462878

Howard Spindel
FinOpCRD 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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