WILLIS TOWERS WATSON SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Accounts
0
Employees
5
Advisory reps
6
Brokerage reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
317602
Registered since
August 18, 2022
Fee structure
Other

Firm profile

FINTRX

Overview

Willis Towers Watson Securities, LLC operates primarily as a broker-dealer and insurance broker, with its registration established in 2022. The firm’s filings classify it as an unclassified limited liability company owned by a combination of a domestic entity and an individual. Its public profile emphasizes brokerage and insurance distribution rather than acting as a traditional asset-gathering investment manager: it is not identified as an active ESG investor and is not listed as a multi-state registered adviser. The firm’s business activity footprint includes brokerage and insurance brokering and, in filings, references related industry roles such as other investment adviser and insurance company. Its stated fee structure is categorized as “Other,” consistent with firms that generate revenue through broker-dealer commissions, insurance commissions, and non-standard advisory arrangements rather than a pure assets‑under‑management fee model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ANDREW KRASNER

    Chief Financial OfficerCRD 4570956

  • KEVIN EARLS

    Chief Executive OfficerCRD 1108493

Contacts

3 of 4
  • ROBIN CONDON

    Supervision ManagerCRD 2908077

  • BRIAN GOLDFOGEL

    Registered AssociateCRD 4854588

  • MICHAEL GLYNN

    FinOpCRD 3219445

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
200 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth