Templum Markets LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
102840
Registered since
March 28, 2000

Firm profile

FINTRX

Overview

Templum Markets LLC is organized as a limited liability company and is listed in FINTRX with minimal public disclosure. The record identifies ownership by both a domestic entity and an individual but does not specify leadership, advisory offerings, fee models, or target client segments. FINTRX classifies the firm as "Unclassified" and flags several negative attributes: it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not identified as a newly formed adviser. The entry contains no descriptions of business activities, advisory services, or affiliations, leaving the firm’s operating focus unclear from available data. Because key fields such as investment mandates, fee structure, and client types are blank, there is limited basis to assess how the firm positions itself in the wealth-management or capital-markets landscape.

Assets & Accounts

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

3 of 4
  • Joseph Ramos

    Joseph Ramos

    Chief Executive Officer & Chief Compliance OfficerCRD 2065829

  • Edward Lee

    Chief Compliance OfficerCRD 4150803

  • Christopher Pallotta

    Christopher Pallotta

    Founder & CEOCRD 7043908

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Contacts

3 of 8
  • Raelan Lambert

    Raelan Lambert

    DirectorCRD 2754565

  • Blake Harris

    Blake Harris

    Vice PresidentCRD 5752081

  • Casey Miller

    Casey Miller

    VP of InvestmentsCRD 6310497

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
315 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth