Dealerweb LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
160
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
19662
Registered since
July 25, 1987

Firm profile

FINTRX

Overview

Dealerweb LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Public disclosures for the firm are sparse: its functional classification is listed as unclassified and several service flags are negative — it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. There are no provided descriptions of advisory activities, client types, fee structures, or other business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Cotter

    Chief Financial OfficerCRD 1611037

  • Amy Clack

    Amy Clack

    Chief Administrative OfficerCRD 4882071

Contacts

3 of 158
  • Richard Behring

    CRD 1207446

  • Michael Sullivan

    Michael Sullivan

    BrokerCRD 1240843

  • Joseph Demarco

    BrokerCRD 1308855

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hudson
Address
185 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth