Ancoris Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
305279
Registered since
October 20, 2021

Firm profile

FINTRX

Overview

Ancoris Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2021 and is owned by a combination of a domestic entity and an individual. FINTRX notes that Ancoris is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Available records provide limited detail on the firm’s specific advisory or brokerage activities, product shelf, or client segments.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 7
  • Thomas Kochanowski

    Thomas Kochanowski

    AssociateCRD 7809914

  • Steven Plotycia

    Steven Plotycia

    FinOpCRD 5293014

  • Heather Smith

    Heather Smith

    Co-Founder and Managing PartnerCRD 2811843

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth