Ancoris Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
305279
Registered since
October 20, 2021

Firm profile

FINTRX

Overview

Ancoris Securities LLC is organized as a limited liability company and is classified in the snapshot as an investment bank. The firm is listed with an ownership structure tied to a domestic entity and an individual. The profile indicates it does not operate as a capital allocator and does not identify as an active ESG investor. Several adviser-related flags are negative: it is not designated as a multistate adviser, not a pension consultant, and not noted as a related adviser. The snapshot provides limited disclosure about the firm’s specific business lines, client segments, or advisory activities.

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

Contacts

3 of 7
  • Henry Matthiessen

    Henry Matthiessen

    PartnerCRD 1460003

  • Heather Smith

    Heather Smith

    Co-Founder and Managing PartnerCRD 2811843

  • Brett Tremain

    Brett Tremain

    Partner, Co-FounderCRD 5187883

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth