VOLEON SECURITIES MARKETS LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 332480
- Registered since
- February 4, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Yulia Kalk
Outsourced CCOCRD 2612028
Simon Spenser
Securities TraderCRD 2513928
Trevor Trinkino
Registered RepresentativeCRD 6687336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
STARLIGHT FUNDING INVESTMENTS, LLC
Broker-DealerBERKELEY, CA
FARMERS FINANCIAL SOLUTIONS, LLC
Broker-DealerWESTLAKE VILLAGE, CA
TRITON PACIFIC SECURITIES, LLC
Broker-DealerEL SEGUNDO, CA
SALEM PARTNERS LLC
Broker-DealerLos Angeles, CA
MCMORGAN & COMPANY CAPITAL ADVISORS LLC
Broker-DealerSAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC.
Broker-DealerSAN FRANCISCO, CA