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 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
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
Henry Matthiessen
PartnerCRD 1460003

Heather Smith
Co-Founder and Managing PartnerCRD 2811843

Brett Tremain
Partner, Co-FounderCRD 5187883
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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