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 registered with the SEC since 2006. The firm is identified in FINTRX as individually owned and carries an “Unclassified” business classification in the dataset. The profile indicates the firm does not self-identify as a capital allocator, a pension consultant, a related adviser, or a multi-state or newly formed adviser. FINTRX also flags that it is not an active ESG investor. Beyond these categorical descriptors, the dataset does not provide details on advisory activities, fee models, client segments, or specific investment mandates.
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
Martin Sass
CEO & ChairmanCRD 411144

Sam Friedman
Chief Financial OfficerCRD 6716595

J Anderson
Chief Compliance OfficerCRD 1084169
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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