TRB CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
48
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 appears in FINTRX with SEC registration dated 2023. Ownership is recorded as a mix of domestic entity and individual ownership. The platform classifies the firm as unclassified and does not list it as a capital allocator or an active ESG investor. The snapshot also indicates the firm is not designated as a multi-state adviser; other business and advisory activities are not provided in the available record.

Assets & Accounts

Investments & Alternatives

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

    Chief Compliance OfficerCRD 1229298

  • ROBERT COULTER

    Chief Compliance OfficerCRD 4211707

Contacts

3 of 46
  • ANDRES DIAMOND ORTIZ

    Registered RepresentativeCRD 5379632

  • DONALD GONZALES

    Senior Managing DirectorCRD 2020617

  • DONNA SCOTT

    Senior Vice PresidentCRD 2047949

Unlock 43 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