Octaura Securities
Firm details
- Headquarters
- New York, New York
- CRD number
- 321877
- Registered since
- April 13, 2023
- Website
- octaura.com
Firm profile
FINTRXOverview
Octaura Securities is organized as a limited liability company and is listed as SEC-registered in 2023. Public filings classify the firm as "unclassified" and identify ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, and it is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available snapshot. The firm has not provided descriptive material about its business activities, advisory services, investment approach, or manager allocation preferences in the source record. That absence limits insight into client target segments, fee model, and portfolio construction philosophy.
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
3 of 4
Cristina Kim
Chief Financial OfficerCRD 3266053
Joseph Lodato
Chief Compliance OfficerCRD 1931988

Brian Bejile
Chief Executive OfficerCRD 4829191
Contacts
3 of 19
Andrew Barker-Morrill
AnalystCRD 7661524

Andrew Breiner
SalesCRD 5001268

Austin McDonald
Account RepresentativeCRD 7160894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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