Securitize Markets, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 283256
- Registered since
- September 28, 2016
- Website
- securitize.io
Firm profile
FINTRXOverview
Securitize Markets, LLC is a limited liability company about which public disclosures are sparse. The firm is classified as "Unclassified" in the available snapshot and provides little detail on its core business activities or investment mandate. Fields for business activities, advisory activities, fee structure, and client base are blank in the source material, limiting the ability to characterize its service model or target clients. Ownership and structural markers that are available indicate the entity has a domestic-entity and individual ownership mix. The profile notes that Securitize Markets, LLC does not serve as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. The firm also supplied no information under activities and affiliations.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Daniel Roberts
Chief Compliance OfficerCRD 2208120

Joseph Nikolson
CEO and CCOCRD 2831577
Contacts
3 of 9
Matthew Bergin
Principal Operations OfficerCRD 2287471

Louis Vetter
Director of Broker Dealer OperationsCRD 2217478
Miguel Yanez
Home Office AssociateCRD 4711957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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