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CRD#: 289063
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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

WEBULL FINANCIAL LLC is located at 44 Wall Street 2nd Floor, New York, NY 10005 and was first established at New York, Delaware in 05/24/2017. After operating for 8 years, WEBULL FINANCIAL 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 WEBULL FINANCIAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. WEBULL FINANCIAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WEBULL FINANCIAL LLC are registered to handle securities or provide financial advice. The firm has 6 disclosures, 5 being regulatory events, 0 being client events, and 1 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 WEBULL FINANCIAL 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 WEBULL FINANCIAL 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 WEBULL FINANCIAL LLC Comes From

Understanding the Statistics for WEBULL FINANCIAL 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
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
5
Arbitration
1

FIRM INFORMATION

Main Address
44 Wall Street 2nd Floor, New York, NY 10005
Mailing Address
44 Wall Street 2nd Floor, New York, NY 10005
Firm Size
Small
Phone Number
(917) 725-2448
Established
Delaware since 05/24/2017
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#
WEBULL HOLDINGS (US) INC.OWNER/ MANAGING MEMBER
DENIER, ANTHONY MICHAELCHIEF EXECUTIVE OFFICER3260208
ENGELSOHN, MOSHE BINYAMINFINOP / CHIEF FINANCIAL OFFICER2504044
KEATING, JOHNCHIEF COMPLIANCE OFFICER7087074
LU, SHENCHIEF OPERATING OFFICER4640530

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Advisor's working at WEBULL FINANCIAL LLC

MH

Marc Frederick Hockey

Hockey Marc
IAR
RR
CRD#: 6846058
Location:
St Petersburg, FL 33716
Company:
WEBULL ADVISORS LLC
Disclosures:
Experience:
8 years
View Profile
BF

Brendan Patrick Fuller

IAR
RR
CRD#: 6221327
Location:
St Petersburg, FL 33716
Company:
WEBULL ADVISORS LLC
Disclosures:
Experience:
12 years
View Profile
LH

Lindsay Elizabeth Hartman

RR
CRD#: 7910049
Location:
St. Petersburg, FL 33716
Company:
WEBULL FINANCIAL LLC
Disclosures:
Experience:
1 year
View Profile
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