ANTHEM SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333874
Registered since
September 8, 2025

Firm profile

FINTRX

Overview

Anthem Securities, LLC is organized as a limited liability company and is recorded with the SEC in 2025. Public filings classify the firm as "unclassified" and list its owner type as a domestic entity and individual. The firm has not provided descriptions of its advisory or day-to-day business activities in the source data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • PETER DOLEZAL

    General Counsel & Chief Compliance OfficerCRD 4119021

Contacts

1 of 1
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

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
285 Fulton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth