Madison Capital Markets LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
332196
Registered since
April 30, 2025

Firm profile

FINTRX

Overview

Madison Capital Markets LLC is organized as a limited liability company and is shown as SEC-registered in 2025. The firm is identified as owned by a domestic entity and an individual and is currently classified as unclassified in the available records. The dataset contains minimal descriptive detail about the business model or client-facing activities; several standard fields (fee schedule, advisory activities, and business lines) are not populated. Regulatory/operational flags in the record note that the firm does not act as a capital allocator, is not marked as a multi-state adviser, is not an active ESG investor, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 13
  • Gregory Falzone

    Gregory Falzone

    Associate Vice PresidentCRD 2984309

  • Jeffrey Kremin

    Jeffrey Kremin

    PresidentCRD 2077277

  • Lee Anne Bastidas

    Lee Anne Bastidas

    Executive VPCRD 2745329

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
26 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

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