Oasis Pro Markets LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
149420
Registered since
August 19, 2009

Firm profile

FINTRX

Overview

Oasis Pro Markets LLC is a limited liability company that appears on SEC records with registration dating to 2009. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and the profile indicates it is not a capital allocator, not an active ESG investor, not registered as a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Public filings and the FINTRX entry provide only high-level registry attributes; the firm has not supplied descriptive detail about advisory services, client types, fee schedules or specific business activities in the available data.

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
  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

  • Pasquale Lavecchia

    Pasquale Lavecchia

    CEOCRD 2403011

Contacts

2 of 2
  • Matthew McDermott

    Matthew McDermott

    Vice PresidentCRD 4984264

  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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