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 FINTRX as an SEC-registered adviser with a registration year of 2023. The firm is listed as unclassified in the dataset and is owned by a domestic entity and/or individual. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, or related adviser in the available record. FINTRX provides limited disclosure about the firm’s advisory offerings, client segments, fee structure, and day-to-day business activities, so there is little public detail on how Natisa Securities sources or serves clients.

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 3
  • Peter Owen

    Peter Owen

    FinOpCRD 5657792

  • Thomas Brennan

    PrincipalCRD 2672134

  • Brittney Stephens

    Brittney Stephens

    CCOCRD 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth