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 registered with the SEC since 2016. Publicly available registry details classify the firm as unclassified and identify its ownership as domestic (entity and individual). Available registry flags and firm attributes indicate a narrow public profile: it is not listed as a capital allocator, is not identified as an active ESG investor, does not operate as a multi-state adviser, is not flagged as a pension consultant, and is not denoted as a related adviser. Other business and advisory activity fields in the source material are blank, so the firm’s core advisory services and client segments are not described 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 9
  • Kyle Verma

    Kyle Verma

    Sales DirectorCRD 6674000

  • Michele Silvestro

    Michele Silvestro

    CRD 6960939

  • Jason Fightmaster Spruit

    DirectorCRD 7467964

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth