Anthem Securities, LLC

Broker-DealerFINRA Member
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 is listed in FINTRX with ownership attributed to both a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot data, and the public record provides very limited detail on its business model, client focus, or advisory practices. The profile flags several negative attributes rather than active lines of service: it is not identified as a capital allocator, does not self-identify as an active ESG investor, is not designated a multi-state adviser, is not described as newly formed, does not list pension consulting among its activities, and has no related adviser indicated.

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

1 of 1
  • Peter Dolezal

    Peter Dolezal

    General Counsel & Chief Compliance OfficerCRD 4119021

Contacts

1 of 1
  • Deborah Agerton

    FinOpCRD 4460597

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth