Ansley Securities LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
47710
Registered since
October 15, 1999

Firm profile

FINTRX

Overview

Ansley Securities LLC is a limited liability company that registers as an SEC-registered firm (since 1999) and positions itself as an investment bank and placement agent. The firm is organized under domestic ownership and individual ownership components. Its business model appears focused on intermediary capital markets work—sourcing or placing investments—rather than serving as a capital allocator or discretionary asset manager. Regulatory and activity flags in the source indicate the firm does not operate as an active ESG investor, is not a multistate adviser, and is not identified as a pension consultant or related adviser. Those attributes, combined with the placement-agent classification, suggest its principal function is transactional and distributional rather than portfolio management or advisory services billed through asset-based fees.

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 6
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Russell Burks

    Russell Burks

    Board MemberCRD 1954622

  • Donald Carson

    Donald Carson

    Co-FounderCRD 3245665

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bloomfield Hills, MI

Oakland

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
899 Lone Pine Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth