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 has been SEC-registered since 1995. FINTRX classifies its ownership as involving a domestic entity and an individual and does not assign it to a standard adviser classification. The firm is not identified as a capital allocator, is not active on ESG investing, and is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. FINTRX does not provide details about the firm’s advisory or business activities in the available record.

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

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

  • Alexis Herzberg

    Alexis Herzberg

    Registered RepresentativeCRD 4894127

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