Ledger Capital Markets, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289140
- Registered since
- January 4, 2018
- Website
- www.ledgerinvesting.com
Firm profile
FINTRXOverview
Ledger Capital Markets, LLC is organized as a limited liability company and is owned by a mix of a domestic entity and an individual. The firm's public profile in the provided dataset is sparse: it is classified as "Unclassified" and the snapshot indicates it does not operate as a capital allocator. The record also flags that Ledger Capital Markets is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered advisor. The firm did not supply descriptive entries for business activities, advisory activities, or client types in the dataset, so its target client segments, service model and product offerings are not disclosed in the source material.
Assets & Accounts
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
2 of 2Patrick Harris
Chief Compliance OfficerCRD 5748909

Samir Shah
Founder and CEOCRD 6824841
Contacts
2 of 2
Ryan Saul
Managing DirectorCRD 6938209

Michele Silvestro
FinOpCRD 6960939
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
- 75 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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