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

Firm profile

FINTRX

Overview

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

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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 7
  • Yulia Kalk

    Yulia Kalk

    Outsourced CCOCRD 2612028

  • Simon Spenser

    Securities TraderCRD 2513928

  • Trevor Trinkino

    Registered RepresentativeCRD 6687336

Unlock 4 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