Forte Securities LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
38373
Registered since
September 2, 2026

Firm profile

FINTRX

Overview

Forte Securities LLC is recorded as a limited liability company that became SEC-registered in 2026. FINTRX lists ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." The profile indicates the firm is not a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not designated as a pension consultant or a related adviser. Public disclosures in the FINTRX snapshot are sparse: fields for client base, fee structure, business activities, and advisory activities are blank. With those items unreported, there is no firm-level detail available in the source about client segments served, fee models, or the firm's investment strategy.

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

Contacts

3 of 3
  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Alexis Herzberg

    Alexis Herzberg

    Registered RepresentativeCRD 4894127

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

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
199 Water St
Time zone
ET (UTC-5)
Office locations

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