Dealmaker Securities
Firm details
- Headquarters
- New York, New York
- CRD number
- 315324
- Registered since
- March 16, 2022
- Website
- www.dealmaker.tech
Firm profile
FINTRXOverview
Dealmaker Securities is organized as a limited liability company and is registered with the SEC (registration year listed as 2022). Publicly available records provide only limited detail about the firm's business model: it is categorized as "unclassified" in the snapshot and is owned by a mix of a domestic entity and an individual. The profile flags several negative indicators rather than specialty areas: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. FINTRX does not list the firm's advisory activities, fee schedule, or client segments, so there is little on-file about how the firm positions its services or what client types it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jonathan Self
Chief Financial OfficerCRD 4497531
Contacts
3 of 6
Mario Martins
CCOCRD 7497981

Mathew Goldstein
Co-FounderCRD 7411773

Aaron Shafton
Managing DirectorCRD 7500198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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