FORTE SECURITIES LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
38373
Registered since
July 5, 1995

Firm profile

FINTRX

Overview

Forte Securities LLC is recorded as a limited liability company that registered with the SEC in 1995. The FINTRX snapshot lists the owner type as a combination of a domestic entity and an individual and classifies the firm as Unclassified. The profile indicates the firm is not a capital allocator, is not active on ESG investing, is not designated a multi-state adviser, and is not identified as a pension consultant or related adviser. Several typical profile fields — including business activities, advisory activities, client base, and fee structure — are not provided in the source data.

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 4
  • MELISSA COSTINE

    CCOCRD 2646983

  • Erin Baskett

    CCO, PrincipalCRD 4538604

  • Vrinda Arora

    FinOpCRD 7784034

Unlock 1 more contacts

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