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 registration date in 2025. Publicly available filings and the dataset provide only a narrow set of descriptive items about the firm; there is no profile of investment strategies, product offerings, or client segments. Ownership is reported to include both a domestic corporate entity and an individual. Regulatory characteristics in the record are sparse: the firm is classified as "unclassified" for the dataset, it does not identify itself as a capital allocator, and it does not flag itself as an active ESG investor. The firm is not listed as a multi-state adviser, not described as a pension consultant, and is not recorded as a related adviser to another registered advisory entity.
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 7
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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