CAPITAL ONE SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
170
Avg account
$0

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
44158
Registered since
February 4, 1998

Firm profile

FINTRX

Overview

Capital One Securities, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1998 and is listed as owned by a domestic entity and an individual. Flags in the dataset indicate the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The provided records do not include descriptions of advisory or fee arrangements, client segments, or business lines beyond the investment bank classification.

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
  • ROBERT MULLIGAN

    Chief Compliance OfficerCRD 1584973

  • GABRIELLE HALPRIN

    Chief Financial OfficerCRD 5087341

  • JENNIFER BLEVINS

    Accounting CoordinatorCRD 6057862

Contacts

3 of 167
  • CARL EVENSTAD

    Managing DirectorCRD 6132967

  • SHELLY MARTELLO

    PrincipalCRD 2357836

  • BRIAN KUSTRUP

    Managing DirectorCRD 4396984

Unlock 164 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW ORLEANS, LA

ORLEANS

Location

NEW ORLEANS, LA

Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
ORLEANS
Address
201 Saint Charles Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth