Octaura Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
321877
Registered since
April 13, 2023

Firm profile

FINTRX

Overview

Octaura Securities is organized as a limited liability company with ownership identified as a mix of a domestic entity and an individual. The firm's public snapshot is sparse: it is listed as "Unclassified" and the available metadata flags it as not serving as a capital allocator, not engaging as an active ESG investor, not operating as a multi-state adviser, not newly formed, and not functioning as a pension consultant or related adviser. The record does not include descriptions of core business activities, advisory services offered, fee schedules, or client segments. That limited disclosure makes it difficult to place Octaura Securities within a conventional RIA, broker-dealer, or family-office operating model from the available data alone.

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

Owners & executives

3 of 4
  • Brian Bejile

    Brian Bejile

    Chief Executive OfficerCRD 4829191

  • Vitaliy Kozak

    Chief Product OfficerCRD 6913338

  • Dana Mirro

    Dana Mirro

    Chief Compliance OfficerCRD 6930752

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Contacts

3 of 19
  • Anthony Veltri

    Anthony Veltri

    Account ManagerCRD 6047180

  • Howard Cohen

    Customer Success AssociateCRD 4130022

  • Andrew Breiner

    Andrew Breiner

    SalesCRD 5001268

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
5 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth