MORETON CAPITAL MARKETS, LLC
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 132643
- Registered since
- January 7, 2005
- Website
- www.moretoncm.com
Firm profile
FINTRXOverview
Moreton Capital Markets, LLC is organized as a limited liability company and has been registered with the SEC since 2005. Public filings identify the owner type as a combination of a domestic entity and an individual and classify the firm as "unclassified" for the purposes of the snapshot data. The firm is not identified as a capital allocator, does not report active ESG investing, and is not listed as a multi-state adviser. Other advisor roles such as pension consultant or related adviser are also not indicated in the available profile.
Assets & Accounts
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
Owners & executives
1 of 1ERIC VOS
President and CEOCRD 2836821
Contacts
3 of 11Mark Stoker
Fixed Income Sales & TradingCRD 8200078
CHARI W MORETON
CRD 8108960
LARRY LUNDBERG
Vice President - Institutional Fixed Income SalesCRD 4500324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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