Dai Securities, LLC

Overview

Dai Securities, LLC is a Broker Dealer based in Atlanta, GA, formed in 2019 in Minnesota. Its 99 registered representatives work across 31 branch offices in 20 states.

Registered reps

99

Branch offices

31

Formed

2019

Jurisdictions

51

Contact

1 phone number on file

Practice

Products and services

• Corporate Bonds
• Insurance
• Limited Partnerships Secondary Market
• Mutual Fund/Retailer
• Mutual Funds
• Private Placements
• Retirement/Pension Products
• Stock
• US Government Securities Dealer
• Variable Life Insurance & Annuities

Executive officers 3 of 5

• Joseph Gerard Michaletz Chief Executive Officer CRD 1327534
• Ana R Carter Financial and Operations Principal CRD 4424794
• Christine Ellen Michaletz Managing Member CRD 6004009

2 more executive officers, with direct contact details

Registered reps 3 of 99

• Peter Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4293380
• Lauren Richards Adolphson Registered Rep CRD 6497136
• Nathan James Ahlberg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4934866

96 more registered reps, with emails, phones and branch locations

Location

Headquarters

2800 Century Pkwy NE Ste 435
Atlanta, GA 30345

County

DeKalb

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Branch offices

31 in 20 states, including Mankato, MN, Costa Mesa, CA and Boston, MA

Registrations

• FINRA member, limited liability company formed in Minnesota
• Registered in 51 jurisdictions
• Website: lewisfinancialgroup.com

Every state, with registration dates

Similar firms near Atlanta

• Truist Investment Services, Inc.Atlanta, GA2,049 reps
• Truist Securities, Inc.Atlanta, GA1,154 reps
• Arkadios CapitalAtlanta, GA289 reps
• Regions Securities LLCAtlanta, GA162 reps
• The Strategic Financial Alliance, Inc.Atlanta, GA142 reps