Forte Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 38373
- Registered since
- July 5, 1995
Firm profile
FINTRXOverview
Forte Securities LLC is organized as a limited liability company and shows SEC registration dating to 1995. Ownership is recorded as a combination of a domestic entity and an individual. The firm's classification in the snapshot is listed as unclassified. The available profile contains limited operating detail. It does not indicate that Forte Securities acts as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot does not disclose the firm's fee schedule, client segments, specific advisory services, or core business activities. The record also lists a single office location but provides no address-level details.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Melissa Costine
CCOCRD 2646983
Alexis Herzberg
Registered RepresentativeCRD 4894127

Vrinda Arora
FinOpCRD 7784034
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
- 199 Water St
- Time zone
- ET (UTC-5)
- Office locations
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