Gramercy Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlestown, Rhode Island
CRD number
8177
Registered since
May 6, 1980

Firm profile

FINTRX

Overview

Gramercy Securities, Inc. is organized as a corporation under individual ownership. Publicly provided data on the firm's business model is sparse: the firm is classified as "Unclassified" and no client base, fee schedule, or stated advisory activities were supplied. The record indicates Gramercy Securities does not operate as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The limited disclosure makes the firm difficult to profile on product mix, target clients, or distribution approach. There are no entries for affiliations, industry awards, or firm-level activities in the available dataset.

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

2 of 2
  • Matthew Mcmanus

    Matthew Mcmanus

    Chief Operating Officer / Wealth AdvisorCRD 5092477

  • Leslie Calhoun

    Leslie Calhoun

    Senior Partner and Chief Executive OfficerCRD 2047866

Contacts

3 of 3
  • Ryan Thomason

    Ryan Thomason

    Associate Portfolio ManagerCRD 6378339

  • Roderick Scribner

    OwnerCRD 1492417

  • Ashlee Enzensperger

    Ashlee Enzensperger

    Director of Client Services and ITCRD 6005475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlestown, RI

Washington

Location

Charlestown, RI

Headquartered in Charlestown, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Washington
Address
3949 Old Post Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth