Exemplar Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
155786
Registered since
January 12, 2012

Firm profile

FINTRX

Overview

Exemplar Capital, LLC is organized as a limited liability company and is SEC-registered; the firm appears in regulatory records dating back to 2012. Ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as "unclassified" and it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not supply descriptive material about its advisory services, fee schedules, client segments, investment process, or external affiliations. Because those fields are blank in the source record, there is no published detail here about client targeting, portfolio construction priorities, or model/managed-account usage.

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

1 of 1
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

Contacts

3 of 7
  • Sean Campbell

    Sean Campbell

    Managing DirectorCRD 4194223

  • Gilles Cote

    Gilles Cote

    Managing DirectorCRD 2445906

  • Paul Dickson

    Paul Dickson

    Registered RepresentativeCRD 5386591

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
265 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth