WILLIS SECURITIES, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 116605
- Registered since
- March 15, 2002
- Website
- www.willistowerswatson.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Willis Securities, Inc. operates as a corporation and is classified as an investment bank. Established in 2002, the firm functions primarily as a broker-dealer, engaging in various investment activities. The firm does not act as a capital allocator and is not involved in pension consulting. Willis Securities, Inc. does not actively pursue ESG investments and is not recognized as a multi-state adviser. The firm’s client base and fee structure remain unspecified, indicating a focus on tailored services rather than a standardized approach.
Assets & Accounts
Investments & Alternatives
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
2 of 2WILLIAM DUBINSKY
Managing Director, Chief Executive OfficerCRD 3086399
RYAN FITZPATRICK
Chief Operating OfficerCRD 2726698
Contacts
3 of 13Alessia Noboa
AnalystCRD 7822634
Caroline Cassis-Knycz
DirectorCRD 7564044
David Garrelick
AnalystCRD 7823015
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
- 250 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CLSA AMERICAS, LLC
Broker-DealerNew York, NY
QUINT CAPITAL MANAGEMENT
Broker-DealerNew York, NY
ROCKEFELLER CAPITAL MANAGEMENT
Broker-DealerNew York, NY
JOSEPH GRACE HOLDINGS, INC.
Broker-DealerNew York, NY
TD PRIVATE CLIENT WEALTH LLC
Broker-DealerNew York, NY
R. F. LAFFERTY & CO., INC.
Broker-DealerNew York, NY