Intercoastal Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1961
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 and has been SEC-registered since 1961. The ownership is listed as a domestic entity and individual, and the firm is categorized in the snapshot as "Unclassified." The FINTRX profile indicates the firm is not a capital allocator, is not active on ESG integration, and is not identified as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser. The firm did not supply detail on its client base, fee schedules, specific advisory activities, or business lines in the snapshot provided. Likewise, the separate activities and affiliations field contains no disclosures, so public-facing information about strategy, target clients, or product focus is not available from this source.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

Unlock 17 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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