Webull Financial LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
109
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289063
Registered since
January 4, 2018

Firm profile

FINTRX

Overview

Webull Financial LLC is organized as a limited liability company and appears in regulatory records dating from 2018. The firm's ownership is recorded as a mix of a domestic entity and an individual. The public snapshot classifies the firm as "unclassified" and does not identify it as a capital allocator or as a multi-state adviser. The record flags the firm as not being an active ESG investor, not a pension consultant, and not a related adviser. Several typical profile fields—business activities, advisory activities, client base, and fee structure—are not populated in the available data. Regulatory attributes in the record suggest the entity is not presenting itself primarily as an SEC-registered investment manager with ongoing advisory responsibilities on the platform where this data was captured. Where the dataset leaves fields blank, there is no firm-level detail on target clients, service models, or fee arrangements to describe.

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

Owners & executives

3 of 6
  • Michael Constantino

    Michael Constantino

    CEOCRD 4237527

  • Haichen Wang

    Haichen Wang

    Chief Financial OfficerCRD 5246329

  • Anthony Denier

    Anthony Denier

    CEOCRD 3260208

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Contacts

3 of 103
  • Arsenio Roman

    Arsenio Roman

    Operations AssociateCRD 7164295

  • James Cherry

    James Cherry

    Director of Finance & OperationsCRD 7667310

  • Anthony St-Angelo

    Anthony St-Angelo

    AssociateCRD 7905532

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Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
44 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth