Netcapital Securities Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 329071
- Registered since
- November 27, 2024
Firm profile
FINTRXOverview
Netcapital Securities Inc. is organized as a corporation and registered with the SEC in 2024. FINTRX classifies the firm as unclassified and lists its owner type as a mix of a domestic entity and an individual. The record shows limited public disclosure about the firm's business model: fee structure, client segments, and advisory activities were not provided in the source data. FINTRX flags the firm as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant.
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
Todd Violette
CEOCRD 2750803
Contacts
3 of 3
Coreen Kraysler
DirectorCRD 2699785
Conner Wagstaff
DirectorCRD 1427591
Caleb Andrews
Senior Compliance AnalystCRD 8039137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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