Anthem Securities, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333874
Registered since
September 8, 2025

Firm profile

FINTRX

Overview

Anthem Securities, LLC is organized as a limited liability company and appears in regulatory records with an SEC registration year of 2025. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot and is not identified as a capital allocator. The record also indicates Anthem Securities is not an active ESG investor, not a multistate adviser, not a pension consultant, and not flagged as a related adviser. The firm did not provide descriptive information about its business activities, advisory services, client types, or fee arrangements in the source data, so there is no disclosed investment strategy, target client segment, or stated product mix to summarize.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Dolezal

    Peter Dolezal

    General Counsel & Chief Compliance OfficerCRD 4119021

Contacts

1 of 1
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
285 Fulton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth