Securitize Markets, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
11
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 has been SEC-registered since 2016. Public snapshot data classifies the firm as "unclassified" and records ownership involving both a domestic entity and an individual. The profile contains minimal public detail about the firm's business lines, fee structure, or advisory activities. FINTRX flags it as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

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 9
  • Kyle Verma

    Kyle Verma

    Sales DirectorCRD 6674000

  • Jason Fightmaster Spruit

    DirectorCRD 7467964

  • Andrew Ye

    Andrew Ye

    Sales DirectorCRD 6690964

Unlock 6 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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