United Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
40980
Registered since
June 13, 1996

Firm profile

FINTRX

Overview

United Capital Markets, Inc. is organized as a corporation and has been SEC-registered since 1996. Public disclosures classify the firm as "unclassified" and list the owner type as a domestic entity and individual. Available registry fields indicate the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has not provided descriptions of its advisory activities, fee arrangements, client segments, or investment mandates in the source data. That lack of detail limits what can be said about its service model or target clients beyond the registry flags noted above.

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

3 of 3
  • Dennis Devaney

    Dennis Devaney

    Chief Executive OfficerCRD 2537936

  • Michael Nelson

    Michael Nelson

    Chief Financial OfficerCRD 6549497

  • Catherine Bezzina

    Catherine Bezzina

    Chief Compliance OfficerCRD 1288036

Contacts

3 of 6
  • William Earle

    William Earle

    InternCRD 7380626

  • Isaac Maya

    AnalystCRD 4943793

  • Camille Devaney

    Camille Devaney

    Vice PresidentCRD 7346351

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
2665 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth