Leonis Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
38
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 recorded as a limited liability company that operates under the classification of an investment bank. The firm’s ownership is listed as a domestic entity and individual combination. In the snapshot data there are no indications that Leonis acts as a capital allocator, pursues ESG investing, or provides pension consulting services; it is not identified as a multi-state or newly formed adviser, nor as a related adviser to another entity. The dataset does not include described business lines, advisory activities, fee schedules, or client segments, so there is no public detail about the products, investment strategies, or client-facing services Leonis offers.

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 37
  • Christopher Boyd

    Christopher Boyd

    Investment Banking AssociateCRD 6094804

  • Scott Mozarsky

    Scott Mozarsky

    Registered RepresentativeCRD 1991142

  • Kathleen Thomas

    Kathleen Thomas

    Registered RepresentativeCRD 2140844

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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