Apexinvest Markets LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
328777
Registered since
July 1, 2024

Firm profile

FINTRX

Overview

Apexinvest Markets LLC is a limited liability company that registered with the SEC in 2024. Public filings identify the owner type as a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in FINTRX data and does not appear to act as a capital allocator. The record indicates Apexinvest Markets is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Disclosure on the firm's business model, advisory services, fee schedule, and target client base is minimal in available data. That lack of detail makes it difficult to characterize its investment strategy or the types of clients it intends to serve.

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

2 of 2
  • Benjamin Gray

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

  • Georges Archibald

    Georges Archibald

    CEOCRD 4674411

Contacts

3 of 8
  • Michael Olenick

    Michael Olenick

    AnalystCRD 8306624

  • Jeffrey Lallemand

    Jeffrey Lallemand

    PrincipalCRD 2766496

  • Gerard Visci

    Securities PrincipalCRD 2066721

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
150 E 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth