Incentrum Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
288831
Registered since
October 20, 2017

Firm profile

FINTRX

Overview

Incentrum Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm registered with the SEC in 2017. Ownership is listed as a combination of a foreign entity and an individual, which suggests a mixed ownership structure rather than a purely domestic or institutional owner. The available records show the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Publicly reported entries for business activities, advisory services, fee schedules, and client segments are either not provided or not populated in the data source, so there is limited visibility into day-to-day operations, client focus, or how the firm generates revenue.

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 9
  • Steven Mejia Holguin

    Steven Mejia Holguin

    AssociateCRD 6810947

  • Annika Andersson

    Annika Andersson

    AssociateCRD 7190797

  • Michael Mcivor

    PartnerCRD 2388791

Unlock 6 more contacts

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
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth