Capconnect Emarkets, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Phoenix, Arizona
CRD number
310433
Registered since
August 10, 2021

Firm profile

FINTRX

Overview

Capconnect Emarkets, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser (registration year 2021). The firm’s regulatory snapshot classifies it as “Unclassified” and identifies its ownership as a combination of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and does not identify as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Information about the firm’s specific advisory services, fee structure, client types, and day-to-day business activities was not provided in the FINTRX summary.

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

3 of 3
  • Suresh Perera

    Suresh Perera

    CEO & Co-FounderCRD 3203843

  • Michael Cashel

    Michael Cashel

    Chief Operating OfficerCRD 1425319

  • Konstantinos Dafoulas

    Konstantinos Dafoulas

    CFOCRD 4897072

Contacts

3 of 3
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Henry Zielinski

    Managing DirectorCRD 1467311

  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
3103 W Zachary Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth