Gramercy Securities, Inc.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlestown, Rhode Island
CRD number
8177
Registered since
May 6, 1980

Firm profile

FINTRX

Overview

Gramercy Securities, Inc. is organized as a corporation and has been SEC-registered since 1980. Corporate ownership is listed as individual ownership rather than part of a larger corporate group. The firm is classified as unclassified in the source data and is not identified as a capital allocator. It is not noted as an active ESG investor, is not a multi-state adviser, and is neither a newly formed adviser nor a pension consultant. The data also indicates the firm has no listed related adviser relationships.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Leslie Calhoun

    Leslie Calhoun

    Senior Partner and Chief Executive OfficerCRD 2047866

  • Matthew Mcmanus

    Matthew Mcmanus

    Chief Operating Officer / Wealth AdvisorCRD 5092477

Contacts

3 of 3
  • Ryan Thomason

    Ryan Thomason

    Associate Portfolio ManagerCRD 6378339

  • Roderick Scribner

    OwnerCRD 1492417

  • Ashlee Enzensperger

    Ashlee Enzensperger

    Director of Client Services and ITCRD 6005475

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlestown, RI

Washington

Location

Charlestown, RI

Headquartered in Charlestown, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Washington
Address
3949 Old Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth