Templum Markets LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
11
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 SEC-registered, with its registration dating to 2000. The firm is identified as a domestic entity with individual ownership and is listed as "Unclassified" in the snapshot data, indicating the dataset does not place it into a conventional adviser subtype. The available records show few typical adviser attributes: it is not flagged as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser. Other advisory classifications such as pension consulting or related-adviser status are also negative. The firm did not provide descriptive items such as client types, fee structure, or core advisory activities in the source data.

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 7
  • Blake Harris

    Blake Harris

    Vice PresidentCRD 5752081

  • Casey Miller

    Casey Miller

    VP of InvestmentsCRD 6310497

  • Robert Nanni

    Robert Nanni

    Vice PresidentCRD 6478174

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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