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CRD#: 168376
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

CLICK CAPITAL MARKETS is located at 9835 E Bell Road Suite 110, Scottsdale, AZ 85260 and was first established at Denver, Arizona in 06/28/2013. After operating for 12 years, CLICK CAPITAL MARKETS 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 CLICK CAPITAL MARKETS’s clients are individuals and 0% of their clients are high net worth individuals. CLICK CAPITAL MARKETS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CLICK CAPITAL MARKETS 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 CLICK CAPITAL MARKETS‘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 CLICK CAPITAL MARKETS. 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 CLICK CAPITAL MARKETS Comes From

Understanding the Statistics for CLICK CAPITAL MARKETS 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
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
9835 E Bell Road Suite 110, Scottsdale, AZ 85260
Mailing Address
Po Box 21154, Mesa, AZ 85277
Firm Size
Small
Phone Number
(602) 633-4513
Established
Arizona since 06/28/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CLICK IPO HOLDINGS, LLCSOLE MEMBER
BASKETT, ERINFINOP/ CFO4538604
BEVAUN, MARLONFINOP6259795
COYLE, SCOTT WILLIAMCHIEF EXECUTIVE OFFICER1512382
MERINGOLO, THOMAS NMNCCO4192542
SHAW, BRADLEY THOMASDIRECTOR OF BROKER DEALER OPERATIONS2067034

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at CLICK CAPITAL MARKETS

SC

Scott William Coyle

RR
CRD#: 1512382
Location:
Scottsdale, AZ 85260
Company:
CLICK CAPITAL MARKETS
Disclosures:
Experience:
39 years
View Profile
BS

Bradley Thomas Shaw

Shaw
RR
CRD#: 2067034
Location:
Scottsdale, AZ 85260
Company:
CLICK CAPITAL MARKETS
Disclosures:
Experience:
20 years
View Profile
MB

Marlon Christopher Bevaun

Marlon Christopher Bevaun
RR
CRD#: 6259795
Location:
Newton, MA 02467
Company:
CBC SECURITIES, INC.
Disclosures:
Experience:
11 years
View Profile
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