Forte Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
38373
Registered since
October 5, 2026

Firm profile

FINTRX

Overview

Forte Securities LLC is organized as a limited liability company with ownership indicated as a mix of a domestic entity and an individual. The firm is categorized as "Unclassified" in the dataset and there is no descriptive material supplied about its advisory model, target client segments, or day-to-day business activities. Dataset flags show Forte Securities does not operate as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. It is also not recorded as a newly formed adviser, a pension consultant, or a related adviser.

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 3
  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Alexis Herzberg

    Alexis Herzberg

    Registered RepresentativeCRD 4894127

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

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
199 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth