ANCORIS SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
8
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 registered with the SEC (registration year 2021). The firm is classified as an investment bank rather than as a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. According to the provided data, the firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. The dataset does not describe specific business lines, client segments, fee arrangements, or advisory activities, so the precise services Ancoris offers beyond its classification as an investment bank are not detailed here.

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

Contacts

3 of 8
  • SAM HAN

    PartnerCRD 5360207

  • Thomas Kochanowski

    AssociateCRD 7809914

  • STEVEN PLOTYCIA

    FinOpCRD 5293014

Unlock 5 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