Investx Markets LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148248
Registered since
January 12, 2009

Firm profile

FINTRX

Overview

Investx Markets LLC is organized as a limited liability company with ownership indicated as a combination of a domestic entity and an individual. Public snapshot data classifies the firm as unclassified and identifies it as not serving as a capital allocator. The firm is not flagged as an active ESG investor, not a multi-state adviser, not newly formed, and is not listed as a pension consultant or a related adviser. Beyond these registration-style attributes, there are minimal public disclosures about the firm’s business model, client types, fee schedules, or advisory activities.

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

3 of 4
  • Joseph Vigliarolo

    Joseph Vigliarolo

    Chief Compliance OfficerCRD 4880434

  • Daniel Sanders

    Daniel Sanders

    CEOCRD 2673344

  • Marcus New

    Marcus New

    Owner & CEOCRD 7235082

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Contacts

3 of 9
  • Kandace Espinosa

    Kandace Espinosa

    Head of National AccountsCRD 4561084

  • John Cazzoli

    John Cazzoli

    Investment MarketingCRD 7278265

  • Daniel Savoie

    Daniel Savoie

    Registered RepresentativeCRD 5696391

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth