Anchor Bay Securities, LLC
Firm details
- Headquarters
- Carlsbad, California
- CRD number
- 47360
- Registered since
- July 30, 1999
Firm profile
FINTRXOverview
Anchor Bay Securities, LLC is organized as a limited liability company and is recorded as having been SEC-registered in 1999. Ownership is listed as a combination of a domestic entity and individual owners. The firm is not classified under a specific advisory category in the available data and is not identified as a capital allocator. It is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
Matthew Large
COOCRD 6251338
Tanner Wrisley
Chief Investment Officer and Financial AdvisorCRD 6750564
Contacts
2 of 2
James Allen
PresidentCRD 1882869
Blake Pinyan
Tax PreparerCRD 7031316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carlsbad, CA
San Diego
Location
Carlsbad, CA
Headquartered in Carlsbad, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 5780 Fleet St
- Time zone
- PT (UTC-8)
- Office locations
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