REVERE MERCHANT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
171843
Registered since
July 23, 2015

Firm profile

FINTRX

Overview

Revere Merchant Securities, LLC is a limited liability company that registered with the SEC in 2015 and is classified as an investment bank. The firm's ownership is listed as a domestic entity and individual. It is not described as a capital allocator and is not identified as an active ESG investor. The snapshot data does not list a client base, fee schedule, or advisory activities, which suggests the entity operates more as a brokerage/investment banking vehicle than as a traditional registered investment adviser managing client portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DANIEL BARNETT

    CEO and Co-FounderCRD 2294762

  • GREGORY WILDEMAN

    Chief Operating OfficerCRD 6332005

Contacts

1 of 1
  • PATRICK DALY

    Senior Managing DirectorCRD 709458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
560 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth