Global Oak Capital Markets LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 125860
- Registered since
- August 28, 2003
- Website
- www.globaloakcm.com
Firm profile
FINTRXOverview
Global Oak Capital Markets LLC is organized as a limited liability company and is listed in FINTRX as SEC-registered in 2003. The firm is identified as having a domestic entity and individual owner structure and is classified in FINTRX as “Unclassified.” The profile contains no description of the firm’s advisory business lines, client segments, or stated investment focus, and FINTRX does not list any related-adviser relationships for the firm.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Marie Katz
Chief Financial OfficerCRD 2457660
Contacts
3 of 6
James Philip
Managing DirectorCRD 1992671
Jonathan Liebergall
Head of Debt Capital MarketsCRD 1744845
Christian David Toft
CRD 4389124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 69 Rutledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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