BELMONT CAPITAL

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153792
Registered since
May 20, 2011

Firm profile

FINTRX

Overview

Belmont Capital is organized as a limited liability company and has been registered with the SEC since 2011. The firm is owned by an individual and is recorded in the dataset without a specific advisory classification. The available records indicate several negative flags about scope: Belmont Capital is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi‑state or newly formed adviser. It is also not recorded as serving as a pension consultant or as a related adviser to another firm. The firm has not provided public detail on its client segments, fee schedule, or core advisory activities in the dataset.

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 4
  • JEREMY O'FRIEL

    Managing DirectorCRD 5788986

  • THOMAS RYAN

    Head of ResearchCRD 7504849

  • THOMAS GEORGE

    FinOpCRD 5378303

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
535 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth