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 has been SEC-registered since 1999. The firm is listed as owned by a domestic entity/individual and is classified in FINTRX data as “Unclassified.” It is not identified as a capital allocator, does not report active ESG investing activity, and is not designated as a multi-state adviser, pension consultant, or a related adviser. The record does not include a public description of the firm’s advisory or business activities, fee model, or target client segments. The limited disclosure in the available data makes it unclear whether Anchor Bay operates primarily as an advisory practice, broker-dealer affiliate, or in another capacity within private wealth services.
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 2Tanner 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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