WEBULL FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
113
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289063
Registered since
January 4, 2018

Firm profile

FINTRX

Overview

Webull Financial LLC is organized as a limited liability company and is registered with the SEC (registration year recorded as 2018). FINTRX classifies the owner type as both a domestic entity and an individual and lists the firm under an unclassified adviser label. The dataset indicates the firm is not a capital allocator and is not engaged as a multi-state adviser, pension consultant, or related adviser. The profile also records that Webull Financial LLC is not an active ESG investor.

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

3 of 5
  • MICHAEL CONSTANTINO

    CEOCRD 4237527

  • Haichen Wang

    Chief Financial OfficerCRD 5246329

  • ANTHONY DENIER

    CEOCRD 3260208

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Contacts

3 of 108
  • ARSENIO ROMAN

    Operations AssociateCRD 7164295

  • James Cherry

    Director of Finance & OperationsCRD 7667310

  • Anthony St-Angelo

    AssociateCRD 7905532

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
44 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth