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
Website
voleon.com

Firm profile

FINTRX

Overview

Voleon Securities Markets LLC is organized as a limited liability company and is listed as having SEC registration in 2025. FINTRX classifies the firm as "Unclassified" and identifies the owner type as a combination of a domestic entity and an individual. The snapshot flags several firm-level characteristics: it is not identified as a capital allocator, does not list itself as an active ESG investor, and is not designated a multi-state adviser. The firm has not disclosed its client base, fee structure, business activities, or specific advisory services in the available profile.

Assets & Accounts

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
  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Simon Spenser

    Securities TraderCRD 2513928

  • Yulia Kalk

    Yulia Kalk

    Outsourced CCOCRD 2612028

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth