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 a limited liability company that has been registered with the SEC since 2016. The firm’s ownership is listed as a mix of a domestic entity and an individual. The FINTRX snapshot classifies the firm as unclassified and flags several status items: it is not a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. Publicly reported fields for client base, fee structure, business activities, and advisory activities are blank in the available snapshot, so there is limited visibility into the firm’s target clients, service model, or how it structures fees.

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

    Chief Compliance OfficerCRD 2208120

  • JOSEPH NIKOLSON

    CEO and CCOCRD 2831577

Contacts

3 of 8
  • KYLE VERMA

    Sales DirectorCRD 6674000

  • 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