ANCORIS SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305279
- Registered since
- October 20, 2021
- Website
- www.ancorispartners.com
Firm profile
FINTRXOverview
Ancoris Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2021). The firm is classified as an investment bank rather than as a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. According to the provided data, the firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. The dataset does not describe specific business lines, client segments, fee arrangements, or advisory activities, so the precise services Ancoris offers beyond its classification as an investment bank are not detailed here.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8SAM HAN
PartnerCRD 5360207
Thomas Kochanowski
AssociateCRD 7809914
STEVEN PLOTYCIA
FinOpCRD 5293014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 515 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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