Intercoastal Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1961
Total AUM
—
Advisory reps
21
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 registered with the SEC since 1961. The firm’s ownership is recorded as a combination of a domestic entity and an individual. In the dataset Intercoastal is categorized as "unclassified" rather than fitting into one of the standard adviser subtypes. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also is not listed as a multi-state adviser, not described as a newly formed adviser, and is not reported as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • John Rogers

    John Rogers

    President, Chief Compliance OfficerCRD 2424004

Contacts

3 of 20
  • Steven Singer

    FinOpCRD 2360737

  • Stanley Beckerman

    Sr. VP, Municipal SalesCRD 16460

  • Gerard Pepe

    Branch ManagerCRD 502519

Unlock 17 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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