Apexinvest Markets LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
328777
Registered since
July 1, 2024

Firm profile

FINTRX

Overview

Apexinvest Markets LLC is organized as a limited liability company and appears in public filings with an SEC registration date of 2024. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory profile in the source data is described as "unclassified," and it does not identify itself as a capital allocator, pension consultant, related adviser, or multi-state adviser. The record also indicates the firm is not an active ESG investor. The firm has not supplied descriptions of its advisory activities, client types, fee schedule, or manager allocation preferences in the referenced data set. The "Activities and Affiliations" portion of the record contains no entries, so there is limited visibility into the business model, target client segments, or services offered beyond its basic organizational and registration attributes.

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
  • Benjamin Gray

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

  • Georges Archibald

    Georges Archibald

    CEOCRD 4674411

Contacts

3 of 7
  • Jeffrey Lallemand

    Jeffrey Lallemand

    PrincipalCRD 2766496

  • Gerard Visci

    Securities PrincipalCRD 2066721

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

Unlock 4 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
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth