Anchor Bay Securities, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Carlsbad, California
CRD number
47360
Registered since
July 30, 1999

Firm profile

FINTRX

Overview

Anchor Bay Securities, LLC is organized as a limited liability company and has been SEC-registered since 1999. The firm is listed as owned by a domestic entity/individual and is classified in FINTRX data as “Unclassified.” It is not identified as a capital allocator, does not report active ESG investing activity, and is not designated as a multi-state adviser, pension consultant, or a related adviser. The record does not include a public description of the firm’s advisory or business activities, fee model, or target client segments. The limited disclosure in the available data makes it unclear whether Anchor Bay operates primarily as an advisory practice, broker-dealer affiliate, or in another capacity within private wealth services.

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

2 of 2
  • Tanner Wrisley

    Tanner Wrisley

    Chief Investment Officer and Financial AdvisorCRD 6750564

  • Matthew Large

    Matthew Large

    COOCRD 6251338

Contacts

2 of 2
  • James Allen

    James Allen

    PresidentCRD 1882869

  • Blake Pinyan

    Blake Pinyan

    Tax PreparerCRD 7031316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
5780 Fleet St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth