Leonis Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
284307
Registered since
September 19, 2016

Firm profile

FINTRX

Overview

Leonis Securities, LLC is registered as a limited liability company and is classified in the source data as an investment bank. The firm is SEC-registered (registration noted in 2016) and the ownership is recorded as a combination of a domestic entity and an individual. The dataset does not list specific business lines, advisory offerings, or client segments. Available disclosures mark the firm as not a capital allocator and not an active ESG investor. It is not listed as a multistate adviser, a pension consultant, or a related adviser; the record also does not characterize the firm as newly formed.

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
  • William Hitzig

    William Hitzig

    Chief of ComplianceCRD 4934932

Contacts

3 of 35
  • John Phipps

    John Phipps

    Investment Banking AnalystCRD 7425150

  • Alon Sheinberg

    Alon Sheinberg

    Registered RepresentativeCRD 6898777

  • Russell Richards

    Russell Richards

    Managing DirectorCRD 6855355

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth