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 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
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
FinOpCRD 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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