Anchor Bay Securities, LLC

Broker-DealerFINRA Member
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 with ownership listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and does not identify it as a capital allocator. The record indicates the firm is not an active ESG investor, not a multi-state adviser, not newly formed in the dataset, and does not operate as a pension consultant or related adviser. FINTRX does not populate the firm's business or advisory activity fields, and no client-facing investment mandates are described in the available record.

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
  • Tanner Wrisley

    Tanner Wrisley

    Chief Executive Officer & Chief Investment OfficerCRD 6750564

  • Matthew Large

    Matthew Large

    COOCRD 6251338

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, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth