MTS Securities, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
60
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104059
Registered since
September 18, 2000

Firm profile

FINTRX

Overview

MTS Securities, LLC is organized as a limited liability company and has been SEC-registered since 2000. FINTRX classifies the firm as an investment bank; ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not active on ESG investing, and does not present itself as a multi-state adviser, pension consultant, or related adviser. The source data does not disclose the firm's fee model, client segments, or detailed business and advisory activities.

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
  • Lucy Darita-oppenheim

    Lucy Darita-oppenheim

    Chief Compliance OfficerCRD 2801418

  • Dennis Conroy

    Dennis Conroy

    Partner, CFOCRD 3222121

Contacts

3 of 58
  • Curtis Lane

    Curtis Lane

    Founding PartnerCRD 718950

  • David Low

    David Low

    PartnerCRD 1799706

  • Andrew Weisenfeld

    Andrew Weisenfeld

    Managing PartnerCRD 1987725

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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
623 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth