Mcnally Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
159725
Registered since
November 7, 2012

Firm profile

FINTRX

Overview

Mcnally Capital Securities, LLC is organized as a limited liability company and is classified in regulatory records as an investment bank. The firm has been SEC-registered since 2012 and is identified as being owned by a domestic entity and an individual. The FINTRX profile indicates a limited public footprint: it is not flagged as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. The record does not provide a description of the firm’s core business lines, advisory services, target client types, or manager allocation preferences.

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

Contacts

3 of 8
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Zachary Wood

    Zachary Wood

    Vice PresidentCRD 6520152

  • Mary Ashley Pizzo

    Mary Ashley Pizzo

    Senior AssociateCRD 6862050

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
151 N Franklin St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth