Oasis Pro Markets LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
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 organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm's classification is listed as unclassified, and the available profile does not identify it as a capital allocator. The firm is not identified as an active ESG investor and is not described as a multi-state adviser, a pension consultant, or a related adviser. It is also not flagged as newly formed. Publicly available summary data for the firm provides very limited detail on its business model, client base, fee structure, advisory activities, investment approach, or any portfolio holdings.

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

3 of 3
  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

  • Pasquale Lavecchia

    Pasquale Lavecchia

    CEOCRD 2403011

  • Robert Yostpille

    Robert Yostpille

    Chief Administrative OfficerCRD 4822760

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth