CODA MARKETS, INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
WILMETTE, Illinois
CRD number
36187
Registered since
May 10, 1994

Firm profile

FINTRX

Overview

Coda Markets, Inc. is listed as a corporation that has been registered with the SEC since 1994. Ownership is recorded as a mix of a domestic entity and an individual. In FINTRX’s snapshot the firm is classified as “Unclassified,” and several advisor attributes are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset does not include details on the firm’s advisory activities, fee schedule, client segments, or core business lines, so its operating model and target clients are not described in the available record.

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
  • MARK DEROLF

    Chief Compliance OfficerCRD 1924355

  • TIMOTHY LANG

    CEO and FounderCRD 1109356

Contacts

3 of 11
  • Marc Bleskin

    Senior Operations AnalystCRD 2870071

  • CHRISTOPHER BARRUS

    Head of Business IntelligenceCRD 6857092

  • ZACHARY WILEZOL

    Sales TraderCRD 6608362

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMETTE, IL

COOK

Location

WILMETTE, IL

Headquartered in WILMETTE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1000 Skokie Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth