Voleon Securities Markets LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
8
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 registration date of 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in available filings. Public disclosures include several negative flags rather than active lines of business: it is not identified as a capital allocator, is not an active ESG investor, is not a pension consultant, is not a related adviser, and is not designated as a multi-state adviser. Fields for client base, fee structure, business activities and advisory activities are blank in the source data, so there is little detail about the firm's advisory model or target clients in the filings reviewed.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Yulia Kalk

    Yulia Kalk

    Outsourced CCOCRD 2612028

  • Simon Spenser

    Securities TraderCRD 2513928

  • Trevor Trinkino

    Registered RepresentativeCRD 6687336

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth