MTS Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 104059
- Registered since
- September 18, 2000
- Website
- www.mtspartners.com
Firm profile
FINTRXOverview
MTS Securities, LLC is organized as a limited liability company and has been SEC-registered since 2000. FINTRX classifies the firm as an investment bank rather than a capital allocator or discretionary asset manager. The ownership is listed as a combination of a domestic entity and an individual. The snapshot flags the firm as not being an active ESG investor and not operating as a multi-state adviser, pension consultant, or related adviser. The public profile contains minimal detail about advisory or client-facing services. That classification and the lack of reported advisory activity in the snapshot suggest the firm's primary function is brokerage- or investment-banking oriented rather than running client portfolios.
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
Owners & executives
2 of 2
Lucy Darita-oppenheim
Chief Compliance OfficerCRD 2801418

Dennis Conroy
Partner, CFOCRD 3222121
Contacts
3 of 57
Curtis Lane
Founding PartnerCRD 718950

David Low
PartnerCRD 1799706

Andrew Weisenfeld
Managing PartnerCRD 1987725
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
- 623 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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