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 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
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
Brian Bejile
Chief Executive OfficerCRD 4829191
Vitaliy Kozak
Chief Product OfficerCRD 6913338

Dana Mirro
Chief Compliance OfficerCRD 6930752
Contacts
3 of 19
Anthony Veltri
Account ManagerCRD 6047180
Howard Cohen
Customer Success AssociateCRD 4130022

Andrew Breiner
SalesCRD 5001268
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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