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 has been registered with the SEC since 1995. Public filings characterize ownership as involving a domestic entity and an individual. The firm is not classified under a more specific adviser type in the available data. It does not identify as a capital allocator, and it is not listed as an active ESG investor. The dataset also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 3
Melissa Costine
CCOCRD 2646983

Vrinda Arora
FinOpCRD 7784034
Alexis Herzberg
Registered RepresentativeCRD 4894127
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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