Click Capital Markets
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 168376
- Registered since
- October 30, 2014
- Website
- click.markets
Firm profile
FINTRXOverview
Click Capital Markets is organized as a limited liability company and has been SEC-registered since 2014. Public filings identify ownership by a domestic entity and an individual and classify the firm as unclassified for its advisory profile. The firm’s disclosures indicate it does not operate as a capital allocator and is not listed as an active ESG investor. It is not registered as a multi-state adviser, is not characterized as newly formed, and does not identify as a pension consultant or related adviser in the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Marlon Bevaun
Chief Financial OfficerCRD 6259795
Thomas Meringolo
Chief Compliance OfficerCRD 4192542
Scott Coyle
CEO & FounderCRD 1512382
Contacts
3 of 3
Andrew Schmidt
Director of SalesCRD 4483703
Bradley Shaw
Director of Broker Dealer OperationsCRD 2067034
Zachary Vouros
Product SpecialistCRD 6232437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 9835 E Bell Rd
- Time zone
- MT (UTC-7)
- Office locations
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