M.D. Sass Securities, L.L.C.
Firm details
- Headquarters
- New York, New York
- CRD number
- 139760
- Registered since
- August 1, 2006
- Website
- www.mdsass.com
Firm profile
FINTRXOverview
M.D. Sass Securities, L.L.C. is organized as a limited liability company and has been SEC-registered since 2006. The snapshot classifies the firm as "Unclassified" and lists its owner type as individual. The record flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not listed as a pension consultant or a related adviser. Publicly provided detail about the firm’s specific business lines, advisory services, client segments, and fee arrangements is minimal. The available disclosure is limited to registration and high-level classification fields rather than descriptions of investment strategy, client focus, or service offerings.
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
3 of 4
Jared Malbin
Chief Operating OfficerCRD 3090059

J Anderson
Chief Compliance OfficerCRD 1084169

Martin Sass
CEO & ChairmanCRD 411144
Contacts
1 of 1
Bobby Liu
Risk OfficerCRD 4771903
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
- 55 W 46th St
- Time zone
- ET (UTC-5)
- Office locations
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