MARKSON MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
314828
Registered since
May 11, 2021

Firm profile

FINTRX

Overview

Markson Management, LLC is an owner-operated limited liability company that registered with the SEC in 2021. The firm is classified as unclassified in the available filings and is identified as being owned by an individual. It does not present itself as a capital allocator, is not an active ESG investor, and does not report multi-state adviser status or pension consulting activity.

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 3
  • ROBERT SCHAFFNER

    Non-Managing Member CRD 412496

  • DANIEL GEARY

    Managing MemberCRD 7374630

  • ROY ZUCKERBERG

    FounderCRD 477269

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
717 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth