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CRD#: 329399
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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
Where the Statistical Data for CAPITAL CONNECT, LLC Comes From
Understanding the Statistics for CAPITAL CONNECT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
191 Silver Moss Drive, Vero Beach, FL 32963
Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963
Firm Size
Small
Phone Number
(646) 265-2400
Established
Wyoming since 10/18/2023
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
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CAPITAL CONNECT, LLC
EF
Edward John Fitzgerald
RR
CRD#: 1951372
Location:
Vero Beach, FL
Company:
CAPITAL CONNECT, LLC
Disclosures:
Experience:
36 years
MM
Mark Andrew Marxer
RR
CRD#: 1988541
Location:
Boca Raton, FL 33432
Company:
CAPITAL CONNECT, LLC
Disclosures:
Experience:
33 years
DK
David Edward Kaufman
RR
CRD#: 4268759
Location:
Vero Beach, FL
Company:
CAPITAL CONNECT, LLC
Disclosures:
Experience:
18 years
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