Anthem Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333874
- Registered since
- September 8, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Peter Dolezal
General Counsel & Chief Compliance OfficerCRD 4119021
Contacts
1 of 1Deborah Agerton
Financial and Operations PrincipalCRD 4460597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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