Forte Securities LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
3
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 organized as a limited liability company and shows SEC registration dating to 1995. Ownership is recorded as a combination of a domestic entity and an individual. The firm's classification in the snapshot is listed as unclassified. The available profile contains limited operating detail. It does not indicate that Forte Securities acts as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot does not disclose the firm's fee schedule, client segments, specific advisory services, or core business activities. The record also lists a single office location but provides no address-level details.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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