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 appears in regulatory records dating back to 1999. The ownership is identified as a domestic entity and an individual; beyond that the firm is uncategorized in the dataset. The profile data indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records.
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
Tanner Wrisley
Chief Investment Officer and Financial AdvisorCRD 6750564
Matthew Large
COOCRD 6251338
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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 5780 Fleet St
- Time zone
- PT (UTC-8)
- Office locations
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