Westcap Markets, LLC
Firm details
- Headquarters
- Rye Beach, New Hampshire
- CRD number
- 318970
- Registered since
- January 6, 2023
Firm profile
FINTRXOverview
Westcap Markets, LLC is organized as a limited liability company and appears on SEC records as having registered in 2023. Ownership is identified as a mix of a domestic entity and an individual. The firm is listed as "Unclassified" in publicly available summary fields and is not identified as a capital allocator. Available summary flags show Westcap Markets is not characterized as an active ESG investor, is not a multi-state adviser, and is not designated a pension consultant or related adviser. Public summaries do not include discrete entries for client types, fee schedules, the firm's core business lines, or specific advisory activities.
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 6James Birle
Registered PrincipalCRD 1994489

Michael Sotirhos
PartnerCRD 3053609

Marina Combs
CCOCRD 4536154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rye Beach, NH
Rockingham
Location
Rye Beach, NH
Headquartered in Rye Beach, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 25 Church Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Secure Planning
Broker-DealerPortsmouth, NH
Perth Advisors LLC
Broker-DealerExeter, NH
Midas Securities Group, Inc.
Broker-DealerWalpole, NH
American Elm Distribution Partners, LLC
Broker-DealerPortsmouth, NH
Peloton Securities LLC
Broker-DealerPortsmouth, NH
Bigelow Capital Securities LLC
Broker-DealerPortsmouth, NH