Exemplar Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
9
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 listed as SEC-registered since 2012. FINTRX classifies ownership as a mix of a domestic entity and an individual and does not assign the firm to a more specific advisory classification. The data set flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, is not newly formed, and is not a pension consultant or related adviser. FINTRX does not provide detail on the firm’s client segments, fee schedule, business activities, or investment/advisory services.

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
  • Stacey Lavender

    Stacey Lavender

    Chief Compliance OfficerCRD 4365033

  • Abraham Marston

    Abraham Marston

    Chief Executive OfficerCRD 2642680

Contacts

3 of 7
  • Cory Reader

    Cory Reader

    Registered RepresentativeCRD 4966365

  • John Van Ermen

    John Van Ermen

    Head of Wealth ManagementCRD 1796264

  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

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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