Investx Markets LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148248
- Registered since
- January 12, 2009
- Website
- www.investx.com
Firm profile
FINTRXOverview
Investx Markets LLC is organized as a limited liability company and has been registered with the SEC since 2009. Ownership is reported as domestic with individual-linked ownership. The firm is classified as unclassified in the available records and is not identified as a related adviser or a pension consultant. It does not present itself as a multi-state adviser and is not labeled a newly formed adviser. The firm is not identified as a capital allocator, which suggests it does not operate primarily as a fund-of-funds or as a manager that allocates to third‑party managers. The dataset also indicates Investx Markets is not an active ESG investor; beyond those discrete attributes, no operating model, fee schedule, client segmentation, or specific advisory activities are listed.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Joel Simon
Chief Compliance OfficerCRD 3062973

Daniel Sanders
CEOCRD 2673344

Marcus New
Owner & CEOCRD 7235082
Contacts
3 of 8
Argenys Morban
Investment AssociateCRD 7030076

Kandace Espinosa
Head of National AccountsCRD 4561084

Justin Tompkins
Sr. ManagerCRD 6319600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 19 Fulton St
- Time zone
- ET (UTC-5)
- Office locations
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