FENIX SECURITIES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159481
- Registered since
- August 1, 2012
- Website
- fenixsecurities.com
Firm profile
FINTRXOverview
Fenix Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2012. Public filings classify the firm as unclassified and list its owner type as both a domestic entity and an individual. The snapshot data indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a pension consultant or related adviser. There is minimal public detail about the firm's advisory activities, client segments, fee schedule, or specific investment focus. Several administrative flags are negative (not a multi-state adviser, not newly formed), which suggests a limited or narrowly documented regulatory profile rather than a full public-facing advisory disclosure.
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
Owners & executives
2 of 2Evan Brown
Chief Compliance OfficerCRD 6563464
JOHN CATALANO
Chief Compliance OfficerCRD 2873076
Contacts
3 of 8JULIAN GALVEZ POURTALE
Managing PartnerCRD 4474817
SONIA MIKLIC
Head of Back OfficeCRD 6518772
SANTIAGO BOUQUET ROLDAN
Head of SalesCRD 6398632
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
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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