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 is registered with the SEC as of 2025. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures classify the firm as "unclassified" and flag that it is not a capital allocator and does not identify as an active ESG investor. The filings included with the snapshot do not provide details on the firm’s business lines, advisory services, fee schedules, or client segments.
Assets & Accounts
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 8
Yulia 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
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