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 a limited liability company that is classified as an investment bank and registered with the SEC in 2021. Ownership is recorded as a mix of a domestic entity and an individual. Public-facing details are sparse: the firm is not identified as a capital allocator, does not present itself as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The record does not include descriptions of advisory services, fee schedules, or target client segments.
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 7
Thomas Kochanowski
AssociateCRD 7809914
Steven Plotycia
FinOpCRD 5293014
Heather Smith
Co-Founder and Managing PartnerCRD 2811843
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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