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CRD#: 283256
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SECURITIZE MARKETS, LLC is located at 78 Sw 7th Street Suite 500, Miami, FL 33130 and was first established at Florida, Delaware in 12/10/2015. After operating for 10 years, SECURITIZE MARKETS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SECURITIZE MARKETS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SECURITIZE MARKETS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SECURITIZE MARKETS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SECURITIZE MARKETS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SECURITIZE MARKETS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SECURITIZE MARKETS, LLC Comes From

Understanding the Statistics for SECURITIZE MARKETS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
78 Sw 7th Street Suite 500, Miami, FL 33130
Mailing Address
78 Sw 7th Street Suite 500, Miami, FL 33130
Firm Size
Small
Phone Number
(646) 918-5012
Established
Delaware since 12/10/2015
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SECURITIZE, INC.OWNER
NIKOLSON, JOSEPHCEO, CCO2831577
SILVESTRO, MICHELE ANNFINOP/PFO6960939

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Advisor's working at SECURITIZE MARKETS, LLC

DR

Daniel A. Roberts

Daniel Anthony Roberts, Daniel Roberts, Dan Roberts
IAR
RR
CRD#: 2208120
Location:
Parrish, FL
Company:
FISCAL WISDOM WEALTH MANAGEMENT LLC
Disclosures:
Experience:
33 years
View Profile
MY

Miguel Yanez

Mike Yanez, Michael Yanez
RR
CRD#: 4711957
Location:
Canyon Lake, TX
Company:
SECURITIZE MARKETS, LLC
Disclosures:
Experience:
22 years
View Profile
JE

Jonathan Espinosa

Jonathan A Espinosa, Jonathan Alexander Espinosa
RR
CRD#: 5177483
Location:
Miami, FL 33130
Company:
SECURITIZE MARKETS, LLC
Disclosures:
Experience:
18 years
View Profile
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