Netshares Financial Services LLC
Firm details
- Headquarters
- Katy, Texas
- CRD number
- 307532
- Registered since
- January 6, 2021
Firm profile
FINTRXOverview
Netshares Financial Services LLC is a limited liability company that appears on SEC records as having registered in 2021. The firm's ownership is listed as a combination of a domestic entity and an individual, and its regulatory classification in the data is recorded as unclassified. The dataset indicates the firm does not function as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It is also not marked as a pension consultant or a related adviser. Available fields for business activities, advisory focus, fee schedules and client segmentation are blank in the source, so the firm’s target client profiles and specific advisory services are not described in the provided material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jason Strickland
Chief Compliance OfficerCRD 5013990
Contacts
2 of 2Hasnain Naveed
FinOpCRD 7004810

David Lee
FounderCRD 2605960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Katy, TX
Harris
Location
Katy, TX
Headquartered in Katy, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 22114 Blacksburg Ct
- Time zone
- CT (UTC-6)
- Office locations
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