Dealerweb LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
160
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
19662
Registered since
July 25, 1987

Firm profile

FINTRX

Overview

Dealerweb LLC is a limited liability company that has been SEC-registered since 1987. Publicly available registry attributes classify the firm as unclassified and list its owner type as a mix of a domestic entity and individual ownership. The firm is not flagged as a multi-state adviser, a pension consultant, a related adviser to another registered adviser, or a newly formed adviser. No descriptive material about their advisory activities, client base, fee structure, or day-to-day business lines was provided. Regulatory attributes indicate Dealerweb LLC does not position itself as a capital allocator and is not identified as an active ESG investor. Those binary flags suggest the firm does not typically originate or commit capital to external managers or run a deliberate ESG-themed investment program, at least as reported in the source dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Cotter

    Chief Financial OfficerCRD 1611037

  • Amy Clack

    Amy Clack

    Chief Administrative OfficerCRD 4882071

Contacts

3 of 158
  • Richard Behring

    CRD 1207446

  • Michael Sullivan

    Michael Sullivan

    BrokerCRD 1240843

  • Joseph Demarco

    BrokerCRD 1308855

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
185 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth