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CRD#: 330480
BD
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
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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 YORKVILLE SECURITIES, LLC Comes From
Understanding the Statistics for YORKVILLE SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1012 Springfield Ave, Mountainside, NJ 07092
Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092
Firm Size
Small
Phone Number
(201) 536-5110
Established
Delaware since 02/08/2024
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
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| YORKVILLE BD HOLDINGS, LLC | SOLE MEMBER | ||
| ANGELO, MARK ANTHONY | CHAIRMAN OF BOARD OF MANAGERS | 2585969 | |
| BECKMAN, MATTHEW JACOB | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 4139592 | |
| BOWMAN, TIMOTHY JOSEPH | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP | 2247374 | |
| FRANKS, OREN | CONTROLLER | 4902717 | |
| MARKUNAS, MICHAEL NMN | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 1832307 | |
| MCNICOLL, PATRICE | CO-CEO | 3199758 | |
| RILLO, TROY JAMES | MEMBER OF BOARD OF MANAGERS; CO-CEO | 1726077 | |
| ROSSELLI, MICHAEL ALBERT | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 7714774 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at YORKVILLE SECURITIES, LLC
MM
Michael Nmn Markunas
RR
CRD#: 1832307
Location:
Mountainside, NJ 07092
Company:
YORKVILLE SECURITIES, LLC
Disclosures:
Experience:
37 years
TB
Timothy Joseph Bowman
RR
CRD#: 2247374
Location:
Mountainside, NJ 07092
Company:
YORKVILLE SECURITIES, LLC
Disclosures:
Experience:
27 years
JS
Joseph Michael Simone
RR
CRD#: 5815435
Location:
Mountainside, NJ 07092
Company:
YORKVILLE SECURITIES, LLC
Disclosures:
Experience:
1 year
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