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Ira Adam Lupkin

Loop Capital Markets LLC

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About Ira Adam Lupkin

Ira Adam Lupkin is a financial professional with over 10 years of experience in the industry. Ira currently holds a Series 27, SIE and Series 99 license and is registered with Loop Capital Markets LLC. Ira's previous experience includes roles at Cowen and Company, Cowen Prime Services LLC, Westminster Research Associates LLC, Cowen Execution Services LLC and G-Trade Services LLC. Ira has a broad base of experience across various sectors of the financial services industry.

Firm Information

Ira Lupkin is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Ira Lupkin’s Registration & Firm History

NJ

05/19/2021 - Present

Loop Capital Markets LLC (Clark NJ)

NY

04/24/2020 - 05/26/2021

COWEN AND COMPANY (NEW YORK NY)

NY

09/07/2017 - 05/26/2021

COWEN PRIME SERVICES LLC (NEW YORK NY)

NY

04/24/2014 - 05/26/2021

WESTMINSTER RESEARCH ASSOCIATES LLC (NEW YORK NY)

NY

04/24/2014 - 07/21/2020

COWEN EXECUTION SERVICES LLC (NEW YORK NY)

NY

09/14/2012 - 04/24/2014

G-TRADE SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/19/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ira Adam Lupkin.
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