Nextgen Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
170421
Registered since
August 18, 2014

Firm profile

FINTRX

Overview

Nextgen Capital Markets, LLC is a limited liability company that is SEC-registered (first registered in 2014) and is classified in the dataset as an investment bank and capital allocator. The firm is listed as a domestic entity with an individual owner. The record identifies it as a capital allocator but does not describe client segments, fee schedules, specific business lines, or day-to-day advisory activities. The firm is not flagged as an active ESG investor, is not registered as a multistate adviser, and is not indicated as a pension consultant or related adviser.

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

Contacts

3 of 9
  • Connor Dalbo

    Connor Dalbo

    Investment Banking Senior AnalystCRD 8230988

  • Robert Miller

    Executive Vice PresidentCRD 2168871

  • John Cary

    John Cary

    Senior Managing DirectorCRD 5291677

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3715 Northside Pkwy Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth