NEWOAK CAPITAL MARKETS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 104063
- Registered since
- September 12, 2000
- Website
- newoak.com
Firm profile
FINTRXOverview
Newoak Capital Markets LLC is organized as a limited liability company and is registered with the SEC since 2000. The firm is owned by a combination of a domestic entity and an individual and is classified in available records as "unclassified." The source data indicates the firm does not operate as a capital allocator, is not active on ESG investing, does not report multi-state adviser status, and is not identified as a pension consultant or related adviser in the provided records.
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 1JOSEPH MEERBAUM
CEO & PresidentCRD 2964862
Contacts
3 of 10MICHAEL MCALLISTER
Managing DirectorCRD 2637780
SALVATORE DALISO
Registered RepresentativeCRD 710079
AAKASH KOMMINENI
AssociateCRD 7395865
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
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
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