WHITEHALL CAPITAL MARKETS LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
7
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 classified as an investment bank. The firm was registered with the SEC in 2012 and is owned by a domestic entity/individual. Available records indicate it does not operate as a capital allocator and is not positioned as a multi‑state investment adviser. The firm is not listed as an active ESG investor, nor is it identified as a pension consultant or as having a related adviser. The source did not include details on business lines, advisory services, client segments, or fee arrangements.

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 7
  • MICHAEL LAU

    Independent ConsultantCRD 2424827

  • TIMOTHY PAGE

    Managing PartnerCRD 2998752

  • JONATHAN CODY

    Managing DirectorCRD 4405357

Unlock 4 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth