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Account

Complete the form below to open your Crescendo Markets LLC brokerage account. All information is kept strictly confidential.

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Personal
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Financial
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Regulatory
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Personal Information

U.S. Citizens and Residents only — leave blank if non-U.S. person

Financial Information

Regulatory & Disclosures

Investment Experience

Disclosures

Are you or an immediate family member affiliated with or employed by a FINRA member firm, stock exchange, or broker-dealer?

Are you a director, 10% or greater shareholder, or policy-making officer of a publicly traded company?

Are you or an immediate family member a senior foreign political figure, or a close associate of such a person?

Are you currently subject to IRS backup withholding?

Accredited Investor Status

Select all that apply. If none apply, select "Not applicable."

FATCA — Foreign Account Tax Compliance

Form CRS — Client Relationship Summary

As a FINRA-registered broker-dealer, Crescendo Markets LLC is required to provide you with our Client Relationship Summary (Form CRS). This document outlines our services, fees, conflicts of interest, and disciplinary history. You may review it at any time by contacting our compliance department.

Review & Sign

Personal Information

Financial Information

Regulatory & Disclosures

Government-Issued Photo ID

Upload a clear photo or scan of your driver's license, passport, or national ID card.

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Certification & E-Signature

By signing below, I certify that all information provided in this application is true, complete, and accurate to the best of my knowledge. I understand that Crescendo Markets LLC will rely on this information to open and maintain my account. I agree to notify Crescendo Markets LLC promptly of any material changes. I acknowledge that I have received, read, and understand the Form CRS, risk disclosures, and account agreement. I authorize Crescendo Markets LLC to verify my identity and conduct any background checks required by applicable regulations including FINRA Rules, the USA PATRIOT Act, and Anti-Money Laundering (AML) requirements.

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