INCENTRUM SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
288831
Registered since
October 20, 2017

Firm profile

FINTRX

Overview

Incentrum Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (registration year listed as 2017) and is owned by a mix described as a foreign entity and an individual. The data indicate Incentrum Securities does not act as a capital allocator and is not identified as an active ESG investor. It is not documented as a multi-state adviser, a pension consultant, a related adviser, nor a newly formed adviser in the provided snapshot.

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 9
  • STEVEN MEJIA HOLGUIN

    AssociateCRD 6810947

  • ANNIKA ANDERSSON

    AssociateCRD 7190797

  • MICHAEL MCIVOR

    PartnerCRD 2388791

Unlock 6 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth