Securitize Markets, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
283256
Registered since
September 28, 2016

Firm profile

FINTRX

Overview

Securitize Markets, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2016. The firm is listed as unclassified in the database and is not identified as a capital allocator. Ownership is recorded as a combination of a domestic entity and individual ownership. FINTRX flags the firm as not active on ESG investing and not designated as a multistate adviser; it is also not identified as a pension consultant or a related adviser. The firm has not provided descriptive detail about its advisory activities, business lines, client segments, or fee structure in the available FINTRX entry, so there is no public breakdown of investment approach or target client types in the source data.

Assets & Accounts

Location & Offices

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
  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

  • Joseph Nikolson

    Joseph Nikolson

    CEO and CCOCRD 2831577

Contacts

3 of 8
  • Kyle Verma

    Kyle Verma

    Sales DirectorCRD 6674000

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Jason Fightmaster Spruit

    DirectorCRD 7467964

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
78 Sw 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth