Dealerweb LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
158
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 organized as a limited liability company and has been SEC-registered since 1987. FINTRX classifies the firm as unclassified; it is listed as owned by a domestic entity and an individual. The profile shows no designation as a capital allocator, no multi-state adviser status, and it is not flagged as an active ESG investor or a newly formed adviser. Fields for business activities, advisory activities, fee structure and client base are blank in the FINTRX record. That lack of detail in core practice areas suggests there is little or no publicly reported advisory activity captured by FINTRX for this entity.

Assets & Accounts

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 156
  • John Sarle

    BrokerCRD 1675005

  • Lance Rappaport

    DirectorCRD 2508810

  • Trevor Tanella

    Trevor Tanella

    SalesCRD 8133427

Unlock 153 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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