Coda Markets, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Wilmette, Illinois
CRD number
36187
Registered since
May 10, 1994

Firm profile

FINTRX

Overview

Coda Markets, Inc. is a corporate investment adviser that has been SEC-registered since 1994. Public disclosures about the firm's business model are sparse: ownership is listed as a mix of a domestic entity and an individual, and the firm is categorized as “unclassified” rather than fitting a standard RIA sub-type. Available records indicate Coda Markets does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. FINTRX contains no detail on the firm’s client segments, fee schedules, or the specific advisory services it offers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Mark Derolf

    Mark Derolf

    Chief Compliance OfficerCRD 1924355

  • Timothy Lang

    CEO and FounderCRD 1109356

Contacts

3 of 11
  • Marc Bleskin

    Senior Operations AnalystCRD 2870071

  • Christopher Barrus

    Christopher Barrus

    Head of Business IntelligenceCRD 6857092

  • Zachary Wilezol

    Zachary Wilezol

    Sales TraderCRD 6608362

Unlock 8 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

Wilmette, IL

Cook

Location

Wilmette, IL

Headquartered in Wilmette, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1000 Skokie Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth