Voleon Securities Markets LLC
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 332480
- Registered since
- February 4, 2025
Firm profile
FINTRXOverview
Voleon Securities Markets LLC is organized as a limited liability company and appears in SEC records with a registration date of 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in available filings. Public disclosures include several negative flags rather than active lines of business: it is not identified as a capital allocator, is not an active ESG investor, is not a pension consultant, is not a related adviser, and is not designated as a multi-state adviser. Fields for client base, fee structure, business activities and advisory activities are blank in the source data, so there is little detail about the firm's advisory model or target clients in the filings reviewed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Yulia Kalk
Outsourced CCOCRD 2612028
Simon Spenser
Securities TraderCRD 2513928
Trevor Trinkino
Registered RepresentativeCRD 6687336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1919 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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