Securitize Markets, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
283256
Registered since
September 28, 2016

Firm profile

FINTRX

Overview

Securitize Markets, LLC is organized as a limited liability company and has been registered with the SEC since 2016. Public records classify the firm as "unclassified" and list ownership as a domestic entity/individual. The firm's regulatory snapshot contains only a narrow set of descriptors rather than a full business profile. Available fields for business activity, advisory services, client types and fee structure are not populated in the record. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

  • Joseph Nikolson

    Joseph Nikolson

    CEO and CCOCRD 2831577

Contacts

3 of 9
  • Kyle Verma

    Kyle Verma

    Sales DirectorCRD 6674000

  • Jason Fightmaster Spruit

    DirectorCRD 7467964

  • Andrew Ye

    Andrew Ye

    Sales DirectorCRD 6690964

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
78 Sw 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth