Virtus Capital Markets LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
291456
Registered since
June 22, 2018

Firm profile

FINTRX

Overview

Virtus Capital Markets LLC is structured as a limited liability company and registered with the SEC in 2018. Publicly available records classify the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The dataset identifies the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source material provides no detail on target client segments, fee schedules, core advisory services, or explicit investment strategies. That lack of disclosure in the supplied data makes it difficult to draw conclusions about the firm’s positioning in wealth management or its typical client profiles.

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

1 of 1
  • Matthew Martines

    Matthew Martines

    Chief Executive OfficerCRD 4257928

Contacts

2 of 2
  • Michael Nagle

    Michael Nagle

    DirectorCRD 5833461

  • Richard Daniels

    Richard Daniels

    ​Senior PartnerCRD 5877964

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
20 Signal Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth