TRB Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
Harlingen, Texas
CRD number
322618
Registered since
November 13, 2023

Firm profile

FINTRX

Overview

TRB Capital Markets, LLC is organized as a limited liability company and is listed as an SEC-registered adviser in 2023. The firm’s ownership is identified as a combination of a domestic entity and individual ownership, and it is classified in the source data as “unclassified.” The firm does not present itself as a capital allocator and does not identify as an active ESG investor. It also does not report activity as a multi-state adviser, pension consultant, or related adviser. Public descriptions of the firm’s client types, advisory services, and core business activities were not provided in the source material.

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
  • Michael Hebert

    Michael Hebert

    Chief Compliance OfficerCRD 1229298

  • Robert Coulter

    Robert Coulter

    Chief Compliance OfficerCRD 4211707

Contacts

3 of 48
  • Andres Diamond Ortiz

    Andres Diamond Ortiz

    Registered RepresentativeCRD 5379632

  • Donald Gonzales

    Donald Gonzales

    Senior Managing DirectorCRD 2020617

  • Donna Scott

    Donna Scott

    Senior Vice PresidentCRD 2047949

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Harlingen, TX

Cameron

Location

Harlingen, TX

Headquartered in Harlingen, TX, anchoring the Brownsville-Harlingen-Raymondville, TX metro in the South.

Metro area
Brownsville-Harlingen-Raymondville, TX
Region
South
County
Cameron
Address
6770 W Expressway 83
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth