NATISA SECURITIES LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
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. Publicly reported metadata characterizes ownership as a mix of a domestic entity and an individual owner. The firm is listed as "unclassified" in available records and is not identified as a capital allocator or an ESG-focused manager. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. Little firm-level detail was disclosed about client types, fee arrangements, or specific advisory services; those fields were left blank in the source data.

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 4
  • Peter Owen

    FinOpCRD 5657792

  • Brittney Stephens

    CCOCRD 6042950

  • THOMAS BRENNAN

    PrincipalCRD 2672134

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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