Netcapital Securities Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
329071
Registered since
November 27, 2024

Firm profile

FINTRX

Overview

Netcapital Securities Inc. is organized as a corporation with ownership identified as a domestic entity alongside an individual owner. The firm's classification is listed as unclassified in the snapshot, and the record indicates it does not act as a capital allocator. Other flagged attributes include that it is not identified as an ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The public summary for the firm contains minimal operational detail and provides no description of advisory services, fee schedules, client segments, or active business activities.

Assets & Accounts

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

Owners & executives

2 of 2
  • Radames Sanchez

    Radames Sanchez

    Independent ContractorCRD 4073886

  • Todd Violette

    Todd Violette

    CEOCRD 2750803

Contacts

2 of 2
  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Coreen Kraysler

    Coreen Kraysler

    DirectorCRD 2699785

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth