DEALMAKER SECURITIES

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
315324
Registered since
March 16, 2022

Firm profile

FINTRX

Overview

Dealmaker Securities is organized as a limited liability company and is SEC-registered (registration dated 2022). The firm is recorded as owned by a domestic entity and an individual. The snapshot classifies the firm as unclassified rather than assigning it to a defined advisory category. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, not listed as a pension consultant, and not shown as a related adviser to another registered firm. The profile contains no detail about advisory activities, fee structures, or client segments.

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

1 of 1
  • JONATHAN SELF

    Chief Financial OfficerCRD 4497531

Contacts

3 of 7
  • Mathew Goldstein

    Co-FounderCRD 7411773

  • Mario Martins

    CCOCRD 7497981

  • MEIGHAN ELIZABETH LEON

    CRD 7411751

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
30 E 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth