Intercoastal Capital Markets, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
83
Registered since
July 14, 1961

Firm profile

FINTRX

Overview

Intercoastal Capital Markets, Inc. is organized as a corporation with ownership listed as a combination of a domestic entity and an individual. Publicly available descriptors for the firm are limited: it is classified as "Unclassified" in the dataset and the firm is not identified as a capital allocator or an active ESG investor. The profile also marks the firm as not operating as a multi-state adviser, not newly formed, and not serving in a pension-consultant or related-adviser capacity. The dataset does not enumerate the firm's client segments, fee schedule, specific business activities, or advisory services. Those omissions make it difficult to characterize target clients, investment mandates, or the revenue model from the available information.

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
  • John Rogers

    John Rogers

    President, Chief Compliance OfficerCRD 2424004

Contacts

3 of 20
  • Steven Singer

    FinOpCRD 2360737

  • Stanley Beckerman

    Sr. VP, Municipal SalesCRD 16460

  • Gerard Pepe

    Branch ManagerCRD 502519

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
200 E Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth