AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JV

Justin M. Veltre

ICR CAPITAL
New York, NY 10017
Some features on this profile are disabled
CRD#: 7321338
JV

Professional summary

Justin Michael Veltre is a registered financial professional currently at ICR CAPITAL LLC located in New York, New York.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2021. Justin has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Michael Veltre's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 2, 2026 - Present

ICR CAPITAL LLC

Office #1: 685 Third Avenue 2nd Floor, New York, NY 10017
BD
CRD#: 174952
New York, NY
Past

July 30, 2021 - December 23, 2022

CONVEX CAPITAL MARKETS LLC

BD
CRD#: 311875
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/2/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/11/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IC
ICR CAPITAL LLC
ICR CAPITAL LLC

CRD#: 174952 / SEC#: , 8-69583

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
761 Main Avenue, Norwalk, CT 06851-1080
Mailing Address
761 Main Avenue, Norwalk, CT 06851-1080
Phone number
(203) 682-8200
Established
Connecticut since 12/02/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLUE POINT INTERMEDIATE, LLCSOLE MEMBER
GRAY, BENJAMIN NMNCCO1946982
GRIMM, LINDA STEINMANNFINOP/PFO/POO1970620
MCDONALD, DOUGLAS JCEO6034863

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ICR CAPITAL LLC

CRD#: 174952New York, NY 10017

TRUST BUT VERIFY

Monitor Justin Veltre

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Eileen Polese
Eileen PoleseAdvisorCheck Check Mark
HIGHTOWER ADVISORS, LLC
IAR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.