Anchor Bay Securities, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Carlsbad, California
CRD number
47360
Registered since
July 30, 1999

Firm profile

FINTRX

Overview

Anchor Bay Securities, LLC is organized as a limited liability company and is registered with the SEC since 1999. FINTRX classifies its ownership as a combination of a domestic entity and an individual, and it is recorded as "Unclassified" for firm type. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Additional firm characteristics on FINTRX note that the adviser is not listed as a multi-state adviser, is not newly formed, is not a pension consultant, and is not recorded as a related adviser. FINTRX does not provide details on the firm's advisory services, fee arrangements, target client segments, or specific business activities; those elements are not disclosed in the available snapshot.

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

Owners & executives

2 of 2
  • Matthew Large

    Matthew Large

    COOCRD 6251338

  • Tanner Wrisley

    Tanner Wrisley

    Chief Investment Officer and Financial AdvisorCRD 6750564

Contacts

2 of 2
  • James Allen

    James Allen

    PresidentCRD 1882869

  • Blake Pinyan

    Blake Pinyan

    Tax PreparerCRD 7031316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth