Moreton Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
132643
Registered since
January 7, 2005

Firm profile

FINTRX

Overview

Moreton Capital Markets, LLC is organized as a limited liability company with ownership listed as a mix of a domestic entity and an individual. The source classifies the firm as "Unclassified," and the publicly available profile provides only a limited set of operational descriptors. Available data indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The profile does not include specifics on client types, fee schedules, or the firm’s advisory and business activities.

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
  • Sharon Roeske

    Sharon Roeske

    FinOpCRD 720262

  • Lynn Cornwell

    Vice PresidentCRD 1196628

  • William Lewis

    William Lewis

    Managing DirectorCRD 1912930

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
101 S 200 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth