Pharus Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148002
Registered since
November 20, 2008

Firm profile

FINTRX

Overview

Pharus Securities, LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm was registered with the SEC in 2008 and is owned at the domestic entity/individual level. Available disclosures indicate Pharus Securities does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered manager. Public materials do not provide a clear description of the firm’s client mix, fee model, or specific advisory activities. The limited set of recorded attributes suggests the firm’s regulatory profile and business classification are available, but operational details commonly used to evaluate a wealth manager’s servicing model and investment approach are not publicly documented.

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 7
  • Allen Lin

    Allen Lin

    Senior AnalystCRD 7565046

  • Suhail Mattoo

    Suhail Mattoo

    Managing DirectorCRD 5634439

  • Seth Orlow

    Seth Orlow

    Senior AdvisorCRD 5989268

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
535 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth