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 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
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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