AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A KROLL SECURITIES LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at KROLL SECURITIES LLC

CRD#: 36927
BD

Looking for a Financial Advisor at KROLL SECURITIES LLC?

We have compiled every financial advisor who works at KROLL SECURITIES LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

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

KROLL SECURITIES LLC is located at 1 S. Wacker Drive Suite 700, Chicago, IL 60606 and was first established at Chicago, Delaware in 06/19/1997. After operating for 28 years, KROLL 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 KROLL SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. KROLL 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 KROLL SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 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 KROLL 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 KROLL 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.

Crafted using large generative AI models

Where the Statistical Data for KROLL SECURITIES LLC Comes From

Understanding the Statistics for KROLL 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
Regulatory Event
1

FIRM INFORMATION

Main Address
1 S. Wacker Drive Suite 700, Chicago, IL 60606
Mailing Address
1 S. Wacker Drive Suite 700, Chicago, IL 60606
Firm Size
Small
Phone Number
(312) 697-4600
Established
Delaware since 06/19/1997
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KROLL, LLCOWNER
ATTANASIO, ELIZABETH MARIEPRINCIPAL FINANCIAL OFFICER5325007
ATTANASIO, ELIZABETH MARIEFINOP5325007
ATTANASIO, ELIZABETH MARIEPRINCIPAL OPERATIONS OFFICER5325007
BARTELL, ROBERT ANTHONYVICE CHAIRMAN4998599
BENN, JOSHUA KOGANMANAGING DIRECTOR3166674
BLOWERS, DAVID CHARLES JR.CEO5960307
BURT, STEPHEN MPRESIDENT2679117
CAPITMAN, ANDREW WILLIAMMANAGING DIRECTOR2321386
JANCOVIC, GIZELLE MARIECHIEF COMPLIANCE OFFICER5654006
LU, DAVID HAI GEMANAGING DIRECTOR3069820
MOON, STEVEN JAE-HOMANAGING DIRECTOR4860246

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

How Do I Determine Which Firm to Work With?

Advisor's working at KROLL SECURITIES LLC

TK

Todd Andrew Kaltman

RR
CRD#: 1710326
CFA: Chartered Financial Analyst
Location:
Los Angeles, CA 90067
Company:
KROLL SECURITIES LLC
Disclosures:
Experience:
21 years
View Profile
MW

Michael Jens Weber

RR
CRD#: 2003657
Location:
Chicago, IL 60606
Company:
KROLL SECURITIES LLC
Disclosures:
Experience:
32 years
View Profile
BS

Brian William Sipes

RR
CRD#: 1999982
Location:
Chicago, IL 60606
Company:
KROLL SECURITIES LLC
Disclosures:
Experience:
16 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics