Forum Capital Securities LLC

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

Firm details

Headquarters
New York, New York
CRD number
113855
Registered since
September 6, 2001

Firm profile

FINTRX

Overview

Forum Capital Securities LLC is organized as a limited liability company and is recorded as having domestic-entity and individual ownership. The firm’s regulatory snapshot classifies it as "unclassified" and the record does not identify it as a capital allocator, an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not list core business or advisory activities for the firm, so there is no public detail on target clients, investment mandate, or product focus in the available 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

Owners & executives

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

2 of 2
  • Jeffrey Stern

    Jeffrey Stern

    Managing PartnerCRD 435584

  • Robert Schwabe

    Robert Schwabe

    Managing PartnerCRD 1877727

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
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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