GRAMERCY SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1980
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 and shows SEC registration dating back to 1980. The dataset identifies the ownership as individual-held and classifies the firm as "unclassified." The firm has not reported advisory activities, a fee model, or a client profile in the available data. It is not marked as an active ESG investor, a multi-state adviser, a capital allocator, a pension consultant, or a related adviser. The limited disclosures make it difficult to describe a business focus or investment philosophy; there is no listed information about service lines such as discretionary portfolio management, financial planning, or brokerage operations.

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

2 of 2
  • LESLIE CALHOUN

    Senior Partner and Chief Executive OfficerCRD 2047866

  • MATTHEW MCMANUS

    Chief Operating Officer / Wealth AdvisorCRD 5092477

Contacts

3 of 3
  • RYAN THOMASON

    Associate Portfolio ManagerCRD 6378339

  • RODERICK SCRIBNER

    OwnerCRD 1492417

  • 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