Hasi Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Annapolis, Maryland
CRD number
154669
Registered since
February 1, 2011

Firm profile

FINTRX

Overview

Hasi Securities LLC is organized as a limited liability company that identifies itself as an investment bank. The firm is structured as a domestic entity with an individual owner. Available disclosure indicates it does not operate as a capital allocator and it does not present itself as an ESG investor, pension consultant, multi-state adviser, newly formed adviser, or a related adviser. The dataset provides minimal detail about the firm’s advisory or transactional activities.

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

Owners & executives

1 of 1
  • Nathaniel Rose

    Nathaniel Rose

    Executive Vice President and Chief Investment OfficerCRD 5889835

Contacts

3 of 7
  • Brian McCormack

    Brian McCormack

    CRD 1600487

  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Daniel Mcmahon

    Daniel Mcmahon

    Executive Vice PresidentCRD 3038849

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Anne Arundel
Address
1 Park Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth