Ohanae Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
304656
Registered since
April 6, 2020

Firm profile

FINTRX

Overview

Ohanae Securities LLC is organized as a limited liability company and first registered with the SEC in 2020. Filings identify ownership that includes both a domestic entity and an individual; the firm is classified as "unclassified" in available records. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. No information about fee schedules, client types, advisory services, or business activities was provided 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

Owners & executives

2 of 2
  • Gregory Hauw

    Gregory Hauw

    Founder, Chairman & CEOCRD 7462004

  • James Verdone

    James Verdone

    CEO and CCOCRD 2581251

Contacts

2 of 2
  • Shari Rothenberg

    Shari Rothenberg

    Sr. ManagerCRD 6590875

  • Peter Hoffman

    Peter Hoffman

    FinOpCRD 2929643

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
1460 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth