MARKSON MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314828
- Registered since
- May 11, 2021
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ROBERT SCHAFFNER
Non-Managing Member CRD 412496
DANIEL GEARY
Managing MemberCRD 7374630
ROY ZUCKERBERG
FounderCRD 477269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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