Natisa Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Westchester, Illinois
CRD number
323904
Registered since
November 7, 2023

Firm profile

FINTRX

Overview

Natisa Securities LLC is organized as a limited liability company and appears in the SEC registration records with a 2023 registration year. The snapshot classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The firm is not identified in the dataset as a capital allocator and does not self-identify as an active ESG investor. Other status flags show it is not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures provided to FINTRX are sparse: the firm has not supplied descriptive entries for its business activities, advisory activities, or client segments in the available snapshot. That lack of detail limits what can be said about Natisa Securities’ target clientele, advisory model, or typical fee arrangements from these records alone.

Assets & Accounts

Investments & Alternatives

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 3
  • Peter Owen

    Peter Owen

    FinOpCRD 5657792

  • Thomas Brennan

    PrincipalCRD 2672134

  • Brittney Stephens

    Brittney Stephens

    ConsultantCRD 6042950

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westchester, IL

Cook

Location

Westchester, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
11221 Summerdale St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth