Energy Capital Solutions LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
121191
Registered since
October 22, 2002

Firm profile

FINTRX

Overview

Energy Capital Solutions LLC is organized as a limited liability company and is registered with the SEC since 2002. The firm is classified on record as an investment bank and is owned by a combination of a domestic entity and an individual. Publicly listed characteristics indicate it does not act as a capital allocator, is not positioned as a multi-state registered adviser, and does not identify as an active ESG investor. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser. Several typical adviser profile fields—client types served, fee schedule, specific business or advisory activities, and affiliations—are not provided in the available data, which leaves the firm’s service mix and client focus unspecified.

Assets & Accounts

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

Contacts

3 of 6
  • John Weinberg

    John Weinberg

    Founder & Managing DirectorCRD 1957846

  • Ronald Montalbano

    Ronald Montalbano

    Managing DirectorCRD 2508320

  • Scott Trulock

    Scott Trulock

    Managing DirectorCRD 4570100

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2651 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth