P. A. N. Securities, LP
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 104823
- Registered since
- January 30, 2001
Firm profile
FINTRXOverview
P. A. N. Securities, LP is organized as a partnership and appears in SEC records dating back to 2001. FINTRX classifies the owner structure as a domestic entity alongside an individual owner, but does not provide detail on the firm’s product mix, advisory offerings, or fee schedules. The record flags the firm as “unclassified,” and indicates it is not a capital allocator, is not active on ESG investing, and does not operate as a multistate adviser or pension consultant. Public disclosures available through this dataset are limited; there is no breakdown of advisory activities or business lines. That lack of detail suggests the firm operates on a relatively narrow footprint or does not report typical RIA metrics in the data source.
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
Contacts
2 of 2
Kelley Petrecki
DirectorCRD 4462878

Howard Spindel
FinOpCRD 708042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwalk, CT
Fairfield
Location
Norwalk, CT
Headquartered in Norwalk, CT, 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
- Fairfield
- Address
- 45 Glover Ave
- Time zone
- ET (UTC-5)
- Office locations
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