BMO CAPITAL MARKETS CORP.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
1,127
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
16686
Registered since
August 16, 1985

Firm profile

FINTRX

Overview

BMO Capital Markets Corp. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1985. Ownership is recorded as a combination of a domestic entity and individual owners. It does not identify as a capital allocator and is not marked as an active ESG investor. The firm is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

3 of 7
  • Francois Trahan

    Chief Investment StrategistCRD 4309171

  • Joel Quall

    Chief Financial OfficerCRD 5064884

  • MONICA SHIN

    Chief Operating OfficerCRD 5703634

Unlock 4 more executives

Contacts

3 of 1120
  • LAURENCE KAPLAN

    Managing DirectorCRD 3068556

  • Jesse Naar

    Vice PresidentCRD 6525878

  • Chiyan Luo

    Managing DirectorCRD 4853027

Unlock 1117 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
151 W 42nd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth