Oasis Pro Markets LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
149420
Registered since
August 19, 2009

Firm profile

FINTRX

Overview

Oasis Pro Markets LLC is a limited liability company that registered with the SEC in 2009. Public records classify the firm as unclassified and indicate an ownership structure involving a domestic entity and an individual. The firm is not listed as a multi-state adviser and is not identified as a newly formed adviser. The firm did not provide descriptive detail about its advisory or business activities, and filings show it is not a capital allocator, not a pension consultant, and not a related adviser. Oasis Pro Markets LLC is also recorded as not being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

  • Pasquale Lavecchia

    Pasquale Lavecchia

    CEOCRD 2403011

  • Robert Yostpille

    Robert Yostpille

    Chief Administrative OfficerCRD 4822760

Contacts

2 of 2
  • Matthew McDermott

    Matthew McDermott

    Vice PresidentCRD 4984264

  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
1266 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth