Whitehall Capital Markets LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
158885
Registered since
December 12, 2012

Firm profile

FINTRX

Overview

Whitehall Capital Markets LLC is organized as a limited liability company and is registered with the SEC since 2012. The entity is classified as an investment bank and is owned by a domestic entity and an individual. Available registry flags indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not described as newly formed, and is not listed as a pension consultant or a related adviser to another registered adviser. The dataset does not include detail on the firm’s specific business lines, advisory services, client segments, or fee arrangements, so public-facing descriptions of its dealmaking, underwriting, or advisory focus cannot be drawn from this source.

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

Contacts

3 of 6
  • Michael Lau

    Independent ConsultantCRD 2424827

  • Timothy Page

    Timothy Page

    Managing PartnerCRD 2998752

  • Nicholas Piccinich

    Nicholas Piccinich

    InternCRD 8001527

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, 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
501 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth