Fenix Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
159481
Registered since
August 1, 2012

Firm profile

FINTRX

Overview

Fenix Securities, LLC is organized as a limited liability company and is held by domestic ownership with individual ownership characteristics. The firm is classified in the source data as "Unclassified," and it does not identify itself as a capital allocator. Investment- or policy-related labels provided in the snapshot are sparse: it is not marked as an active ESG investor, not described as a multi-state adviser, and it is not flagged as a pension consultant or related adviser. The firm has provided minimal public-facing information about its business activities, fee structure, client segments, or advisory programs. Because those key operational details are not supplied in the available record, there is limited visibility into its target clients, product mix, or how it positions investment services in the market.

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

2 of 2
  • John Catalano

    Chief Compliance OfficerCRD 2873076

  • Dana Mirro

    Dana Mirro

    Chief Compliance OfficerCRD 6930752

Contacts

3 of 9
  • Katherine Anderson

    Financial Operations PrincipalCRD 4723171

  • Julian Galvez Pourtale

    Julian Galvez Pourtale

    Managing PartnerCRD 4474817

  • Michael Brown

    Financial and Operations PrincipalCRD 1658070

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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
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth