VOLEON SECURITIES MARKETS LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
BERKELEY, California
CRD number
332480
Registered since
February 4, 2025

Firm profile

FINTRX

Overview

Voleon Securities Markets LLC is organized as a limited liability company and appears in SEC records with a 2025 registration. Ownership is reported as a combination of a domestic entity and an individual. The firm is listed under an unclassified adviser category in the dataset. Available data is sparse about how the firm operates: it is not identified as a capital allocator, is not characterized as an active ESG investor, and is not reported as a multi-state adviser, pension consultant, or related adviser. The firm did not provide details in the dataset about client segments, fee schedules, core business activities or specific advisory services, which limits visibility into its target clients and service model.

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

Contacts

3 of 7
  • Yulia Kalk

    Outsourced CCOCRD 2612028

  • Simon Spenser

    Securities TraderCRD 2513928

  • Trevor Trinkino

    Registered RepresentativeCRD 6687336

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BERKELEY, CA

ALAMEDA

Location

BERKELEY, CA

Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
1919 Shattuck Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth