XR Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
145357
Registered since
November 30, 2007

Firm profile

FINTRX

Overview

XR Securities LLC is organized as a limited liability company that first registered with the SEC in 2007. Publicly reported classification is listed as unclassified and ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also does not appear as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available records. FINTRX provides no detail on the firm’s stated business activities, advisory models, fee schedule, or client segmentation. The absence of those disclosures, together with the lack of reported accounts, suggests XR Securities has little or no visible advisory activity in the dataset.

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

1 of 1
  • John Brosnan

    John Brosnan

    Chief Operating OfficerCRD 4477913

Contacts

3 of 26
  • Peter Lalewicz

    TraderCRD 6576919

  • James Durkin

    TraderCRD 5804750

  • Garrett Smith

    Garrett Smith

    TraderCRD 5968392

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$363K in ETFs

Passive

100%

$363K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK GOLD MINERS ETF (GDX)VanEckPassiveEquity Precious Metals$363K9,113100.00%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
550 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth