Willis Towers Watson Securities, LLC

Overview

Willis Towers Watson Securities, LLC operates as a limited liability company that functions primarily as a broker-dealer and insurance broker. The firm offers financial planning and portfolio management services directed at individuals and small businesses, and its fee schedule includes percentage-of-AUM billing. It is organized under a mix of domestic-entity and individual ownership and is marked as having related-adviser relationships and ties to other investment-adviser and insurance-company affiliates. The firm is listed as having SEC registration in 2026. It is not characterized as an active ESG investor, is not set up as a multi-state registered adviser, and is not designated as a capital allocator. Its business activities focus on brokerage and insurance distribution alongside the advisory services noted above.

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