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 entity that has been registered with the SEC since 1994. Ownership is listed as a domestic entity and an individual; beyond that the firm is classified as unclassified in the available registry data. Public filings and the provided dataset offer only a limited operational picture. Coda Markets is not identified as a capital allocator, does not report being an active ESG investor, is not designated as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm did not provide detail on its advisory activities, fee schedules, client segments, or broader business lines in the source material.

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
  • Timothy Lang

    CEO and FounderCRD 1109356

  • Mark Derolf

    Mark Derolf

    Chief Compliance OfficerCRD 1924355

Contacts

3 of 11
  • Kristen Murphy

    CRD 2287252

  • Joseph Swiatek

    Trading OperationsCRD 2911830

  • Kathryn Mcallister

    Kathryn Mcallister

    SalesCRD 3265993

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth