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 a limited liability company that registered with the SEC in 2023. Public records provide only basic structural details: the firm is listed as owned by a domestic entity and an individual and is classified as unclassified in the dataset. The available profile does not identify substantive business lines, advisory specialties, or fee arrangements. The dataset flags several operational attributes as negative: Natisa Securities LLC is not coded as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or a related adviser. The record also indicates it is not identified as a newly formed adviser despite the 2023 SEC registration year.

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

  • Brittney Stephens

    Brittney Stephens

    CCOCRD 6042950

  • Thomas Brennan

    PrincipalCRD 2672134

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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