United Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
40980
Registered since
June 13, 1996

Firm profile

FINTRX

Overview

United Capital Markets, Inc. is organized as a corporation and has been SEC-registered since 1996. The firm is identified in the source data as owned by a domestic entity and an individual and is classified as "Unclassified" in FINTRX. The profile indicates United Capital Markets, Inc. is not positioned as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset provides no detail on the firm's advisory activities, fee schedules, client segments, or specific business lines. FINTRX also lists no activities or external affiliations for the firm, so there is no public information here about investment strategy, target client types, or service specializations.

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

3 of 3
  • Dennis Devaney

    Dennis Devaney

    Chief Executive OfficerCRD 2537936

  • Michael Nelson

    Michael Nelson

    Chief Financial OfficerCRD 6549497

  • Catherine Bezzina

    Catherine Bezzina

    Chief Compliance OfficerCRD 1288036

Contacts

3 of 6
  • William Earle

    William Earle

    InternCRD 7380626

  • Isaac Maya

    AnalystCRD 4943793

  • Camille Devaney

    Camille Devaney

    Vice PresidentCRD 7346351

Unlock 3 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
2665 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth