INTERCOASTAL CAPITAL MARKETS, INC.

Broker-DealerFINRA MemberEst. 1961
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
83
Registered since
July 14, 1961

Firm profile

FINTRX

Overview

Intercoastal Capital Markets, Inc. is organized as a corporation and has been SEC-registered since 1961. Publicly reported classification for the firm is listed as unclassified. Available indicators show it is not designated as a capital allocator and is not identified as an active ESG investor. The firm is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Ownership is described as a combination of a domestic entity and an individual. The FINTRX snapshot contains limited operational detail about advisory mandates, client segments, or fee structures. That absence of advisory-specific disclosures in the record suggests the entity either does not operate as a traditional registered investment adviser focused on discretionary asset management or that its advisory activity is not captured in this 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

1 of 1
  • JOHN ROGERS

    President, Chief Compliance OfficerCRD 2424004

Contacts

3 of 21
  • Peter Porporino

    Registered RepresentativeCRD 7488710

  • VINCENT HUBIS

    VP, Fixed Income SalesCRD 6519611

  • MATTHEW LOOS

    SVPCRD 1073299

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
200 E Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth