STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS

Overview

Strategas Securities, LLC, which operates as Strategas Research Partners, is an LLC that functions primarily as a broker-dealer and services an institutional client base. The firm is SEC-registered (since 2019) and is identified as a related adviser to affiliated entities. Its client-facing fee model includes fixed fees and other non-transaction fee arrangements rather than a pure percentage-of-assets advisory model. The firm is not identified as an active ESG investor. Strategas maintains a broad set of industry roles and affiliations beyond core broker-dealer activity. Those affiliations include registered municipal advisory activity, commodity pool operator/CTA functions, trust and insurance company links, pension consulting capability, real estate brokerage activity, and roles as sponsor or general partner of pooled investment vehicles. The firm is not designated as a capital allocator and is not registered as a multi-state adviser.

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