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 organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is shown as having been SEC-registered in 1999 and its ownership is recorded as a mix of a domestic entity and individual owners. The profile does not list advisory activities, client segments, or fee arrangements. The firm’s reported regulatory and activity flags indicate it does not act as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser or pension consultant. FINTRX does not provide further detail on deal focus, advisory services, or broker-dealer activities for this entity.
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
3 of 4
Jeremy Oades
Chief Solutions OfficerCRD 5239243

Steven Carlson
Chairman & CEOCRD 6945064

James Roper
Managing Director, Chief Operating OfficerCRD 1096057
Contacts
3 of 22
Glenn 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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