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CRD#: 144684
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CONSENSUS SECURITIES LLC is located at 100 River Ridge Drive Suite 202, Norwood, MA 02062 and was first established at Boston, Massachusetts in 05/28/2007. After operating for 18 years, CONSENSUS SECURITIES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CONSENSUS SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. CONSENSUS SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CONSENSUS SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CONSENSUS SECURITIES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CONSENSUS SECURITIES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CONSENSUS SECURITIES LLC Comes From

Understanding the Statistics for CONSENSUS SECURITIES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
100 River Ridge Drive Suite 202, Norwood, MA 02062
Mailing Address
100 River Ridge Drive Suite 202, Norwood, MA 02062
Firm Size
Small
Phone Number
(617) 437-6500
Established
Massachusetts since 05/28/2007
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CONSENSUS ADVISORS LLCPARENT COMPANY
O'HARA, MICHAEL ANDREWMANAGING MEMBER
SMITH, LISA LCCO2691076
WHITE, ELIZABETH COOKECFO/FINOP5647405

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CONSENSUS SECURITIES LLC

LS

Lisa L Smith

Lisa Younette Logan, Lisa Logan Smith
IAR
RR
CRD#: 2691076
Location:
Johns Creek, GA
Company:
NINE30 ADVISORS LLC
Disclosures:
Experience:
29 years
View Profile
DS

Douglas Chretien Stebbins

RR
CRD#: 5585499
Location:
Norwood, MA 02062
Company:
CONSENSUS SECURITIES LLC
Disclosures:
Experience:
17 years
View Profile
MO

Michael Andrew O'hara

RR
CRD#: 5386499
Location:
Norwood, MA 02062
Company:
CONSENSUS SECURITIES LLC
Disclosures:
Experience:
18 years
View Profile
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