Oasis Pro Markets LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 149420
- Registered since
- August 19, 2009
- Website
- www.oasispromarkets.com
Firm profile
FINTRXOverview
Oasis Pro Markets LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2009. The firm's available profile identifies ownership as a combination of a domestic entity and individual ownership and classifies the adviser as "unclassified" in the snapshot data. It is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not marked as a multi-state or newly formed adviser. The public snapshot supplies only high-level regulatory and structural facts; there are no firm-level descriptions of client segments, fee schedules, or core business and advisory activities in the provided data. Several adviser attributes are negative flags in the record: Oasis Pro Markets is not listed as a pension consultant, related adviser, or multi-state adviser.
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
3 of 3Robert Yostpille
Chief Administrative OfficerCRD 4822760

Pasquale Lavecchia
CEOCRD 2403011

Charles Christofilis
Chief Compliance OfficerCRD 1518196
Contacts
2 of 2
Joel Kleiner
FinOpCRD 7450898

Matthew McDermott
Vice PresidentCRD 4984264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 1266 E Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cambridge International Partners LLC
Broker-DealerStamford, CT
AMG Distributors, Inc.
Broker-DealerStamford, CT
Sami Brokerage LLC
Broker-DealerStamford, CT
Atlantic - Pacific Capital, Inc.
Broker-DealerStamford, CT
Vision Brokerage Services, LLC
Broker-DealerStamford, CT
Tourmaline Partners, LLC
Broker-DealerStamford, CT