United Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
8
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. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification in the source data is unclassified. Available records do not describe the firm’s core business lines, client segments, or advisory activities. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser or a pension consultant. No activities, affiliations, or manager allocation preferences are documented in the supplied data.

Assets & Accounts

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
  • Catherine Bezzina

    Catherine Bezzina

    Chief Compliance OfficerCRD 1288036

  • Dennis Devaney

    Dennis Devaney

    Chief Executive OfficerCRD 2537936

  • Michael Nelson

    Michael Nelson

    Chief Financial OfficerCRD 6549497

Contacts

3 of 5
  • Isaac Maya

    AnalystCRD 4943793

  • Alessia Gangone

    Alessia Gangone

    Sales AssociateCRD 7416194

  • Corinne Devaney

    Corinne Devaney

    MarketingCRD 7380613

Unlock 2 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth