Hasi Securities LLC

Broker-DealerFINRA MemberEst. 2011
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 and is registered with the SEC (registration year 2011). The firm is classified in the FINTRX dataset as an investment bank and is owned by a mix of a domestic entity and an individual. Available data indicate the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm's advisory, fee, or business 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

    CCOCRD 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