Moreton Capital Markets, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 132643
- Registered since
- January 7, 2005
- Website
- www.moretoncm.com
Firm profile
FINTRXOverview
Moreton Capital Markets, LLC is a limited liability company that registered with the SEC in 2005. The entity is listed as owned by a domestic entity and an individual and is classified as "Unclassified" in the snapshot data. The firm is not designated as a capital allocator and does not identify as an active ESG investor. Several adviser-related flags indicate a narrow regulatory profile: it is not tracked as a multi-state adviser, not recently formed, not a pension consultant, and not recorded as a related adviser. The firm did not provide detail on its business activities, client segments, fee schedule, or advisory services in the supplied data.
Assets & Accounts
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
1 of 1
Eric Vos
President And CEOCRD 2836821
Contacts
3 of 11
Mark Stoker
Fixed Income Sales & TradingCRD 8200078
Chari W Moreton
CRD 8108960

Larry Lundberg
Vice President - Institutional Fixed Income SalesCRD 4500324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 101 S 200 E
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
LRB Public Finance Advisors, Inc.
Broker-DealerSalt Lake City , UT
Alpine Securities Corporation
Broker-DealerSalt Lake City , UT
Ridgeview Capital, LLC
Broker-DealerSalt Lake City , UT
Wilson-Davis & Co, Inc.
Broker-DealerSalt Lake City , UT
Bruce A. Lefavi Securities, Inc.
Broker-DealerSalt Lake City , UT
Bd|Cortina
Broker-DealerSalt Lake City , UT