Netcapital Securities Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
329071
Registered since
November 27, 2024

Firm profile

FINTRX

Overview

Netcapital Securities Inc. is listed as a corporate adviser that registered with the SEC in 2024. FINTRX classifies the firm as unclassified and identifies the ownership as a domestic entity combined with an individual owner. Public disclosures in the FINTRX record are minimal: the firm is not flagged as a capital allocator, is not active on ESG initiatives, does not report multi-state advisory status, and is not identified as a related adviser or pension consultant. The firm has not provided details about its client base, advisory or business activities in the available FINTRX snapshot, leaving its target market, service model, and fee structure undocumented in that source.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Todd Violette

    Todd Violette

    CEOCRD 2750803

  • Radames Sanchez

    Radames Sanchez

    Independent ContractorCRD 4073886

Contacts

3 of 3
  • Coreen Kraysler

    Coreen Kraysler

    DirectorCRD 2699785

  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Caleb Andrews

    Caleb Andrews

    Senior Compliance AnalystCRD 8039137

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth