Validate Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133371
Registered since
April 22, 2005

Firm profile

FINTRX

Overview

Validate Capital Markets, LLC is organized as a limited liability company. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public-facing details about the firm’s target client base, fee structure, specific business activities, and advisory services are not supplied in the source data.

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

1 of 1
  • Jean Urquiola

    Chief Compliance OfficerCRD 1806619

Contacts

3 of 3
  • Steven Singer

    FinOpCRD 2360737

  • David Mack

    General Securities PrincipalCRD 2164969

  • Christopher Gioffre

    Christopher Gioffre

    Senior AnalystCRD 7081701

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
505 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth