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 shown as SEC-registered in 2025. The ownership is listed as a combination of a domestic entity and an individual. The firm is recorded as "unclassified" in the snapshot data and is not designated as a capital allocator. Anthem Securities is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and has no related adviser relationships recorded. The dataset does not include descriptions of the firm's business lines, advisory services, fee schedule, client segments, or investment preferences.

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

Owners & executives

1 of 1
  • Peter Dolezal

    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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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