Icapital Markets LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
326
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
118219
Registered since
May 17, 2002

Firm profile

FINTRX

Overview

Icapital Markets LLC is organized as a limited liability company and shows SEC registration dating to 2002. The firm’s ownership is recorded as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as Unclassified and is not identified as a capital allocator. The record flags several negative indicators: Icapital Markets LLC is not listed as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not marked as a pension consultant or related adviser. The dataset does not include details about the firm’s advisory or business activities, client segments, or fee structure.

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

3 of 4
  • Jeff Mcgoey

    Jeff Mcgoey

    Managing Director, Chief Operating OfficerCRD 4170165

  • Aaron Lee

    Aaron Lee

    Chief Compliance OfficerCRD 5240841

  • Nicholas Goss

    Nicholas Goss

    Co-Founder & COOCRD 6625411

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Contacts

3 of 322
  • Alexander Cochran

    Alexander Cochran

    Registered RepresentativeCRD 5693490

  • Tina Ng

    Tina Ng

    Senior Vice PresidentCRD 5752607

  • John Mikaelian

    John Mikaelian

    Vice PresidentCRD 5852677

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
60 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth