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HM

Henry E. Matthiessen

ANCORIS SECURITIES LLC
Pasadena, CA 91101
Some features on this profile are disabled
CRD#: 1460003
HM

Professional summary


Henry Erard Matthiessen, who also goes by Henry Matthiessen, is a registered financial professional currently at ANCORIS SECURITIES LLC located in Pasadena, California.

Henry is registered as a RR (Registered Representative) and started their career in finance in 1993. Henry has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Henry Matthiessen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Henry Erard Matthiessen's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 25, 2022 - Present

ANCORIS SECURITIES LLC

Office #1: 199 S. Los Robles Ave, Suite 535, Pasadena, CA 91101
BD
CRD#: 305279
Pasadena, CA
Past

February 1, 2021 - March 3, 2023

TANGENT CAPITAL PARTNERS, LLC

BD
CRD#: 146999
SHORT HILLS, NJ
Past

January 31, 2014 - January 27, 2021

KERLIN CAPITAL GROUP LLC

BD
CRD#: 40263
LAGUNA BEACH, CA
Past

July 23, 2004 - February 17, 2014

MOORELAND PARTNERS LLC

BD
CRD#: 127422
GREENWICH, CT
Past

July 28, 2000 - April 11, 2003

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

August 9, 1993 - August 2, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/25/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ANCORIS SECURITIES LLC
ANCORIS SECURITIES LLC | UPPERDECK SECURITIES LLC

CRD#: 305279 / SEC#: , 8-70753

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
515 Madison Avenue 22nd Floor, New York, NY, 10022
Mailing Address
515 Madison Avenue 22nd Floor, New York, NY, 10022
Phone number
(212) 601-2813
Established
New York since 06/14/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ANCORIS CAPITAL PARTNERS LLCSOLE OWNER
PLOTYCIA, STEVEN WILLIAMFINOP5293014
SMITH, HEATHERCEO,CCO2811843

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANCORIS SECURITIES LLC

CRD#: 305279Pasadena, CA 91101

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