MARCO POLO SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 46561
- Registered since
- May 27, 1999
- Website
- www.mpsecurities.com
Firm profile
FINTRXOverview
Marco Polo Securities LLC is a limited liability company registered with the SEC since 1999 and is classified as an investment bank. Public records flag its ownership structure as involving a domestic entity and an individual. The firm is not identified as a capital allocator, and filings indicate it does not present itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered adviser. Details about client segments, fee schedules, and specific business or advisory lines were not provided in the source material. The available descriptors suggest the firm's activities are oriented toward investment-banking functions rather than traditional registered-adviser asset management, but there is limited public granularity on its product mix or client services.
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 5JEREMY OADES
Chief Solutions OfficerCRD 5239243
Steven Carlson
Chairman & CEOCRD 6945064
JAMES ROPER
Managing Director, Chief Operating OfficerCRD 1096057
Contacts
3 of 21GLENN KIM
Registered RepresentativeCRD 1590667
ANDREW KURIAN
Principal & FINOPCRD 2756309
STEVEN CARLSON
Chairman, Board of DirectorsCRD 2026011
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
- 1230 Of Am
- Time zone
- ET (UTC-5)
- Office locations
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