Global Oak Capital Markets LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Charleston, South Carolina
CRD number
125860
Registered since
August 28, 2003

Firm profile

FINTRX

Overview

Global Oak Capital Markets LLC is registered as a limited liability company and shows an SEC registration date of 2003. The ownership is recorded as a domestic entity/individual and the firm's regulatory classification in the source is listed as "unclassified." The snapshot fields indicate the firm is not identified as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not marked as a pension consultant or related adviser. The available records do not include descriptions of advisory services, fee schedules, target client segments, or specific business activities. Those gaps in disclosure make it difficult to characterize the firm's investment focus, service model, or client-facing capabilities from the provided dataset.

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
  • Marie Katz

    Marie Katz

    Chief Financial OfficerCRD 2457660

  • Jonathan Liebergall

    Jonathan Liebergall

    CEOCRD 1744845

Contacts

3 of 5
  • James Philip

    James Philip

    Managing DirectorCRD 1992671

  • Christian David Toft

    CRD 4389124

  • William Drake

    William Drake

    PrincipalCRD 1621314

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
69 Rutledge Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth