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. The FINTRX snapshot identifies the owner type as a mix of a domestic entity and an individual and classifies the firm as unclassified rather than under a standard advisory category. The dataset does not specify the firm's stated business activities or advisory services. The profile data flags several governance and activity attributes: Dealerweb LLC is not listed as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not described as newly formed, and is not designated as a pension consultant or related adviser.

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

3 of 3
  • Richard Cotter

    Chief Financial OfficerCRD 1611037

  • Amy Clack

    Amy Clack

    Chief Administrative OfficerCRD 4882071

  • Christopher Koppenheffer

    Christopher Koppenheffer

    COOCRD 2938302

Contacts

3 of 155
  • John Sarle

    BrokerCRD 1675005

  • Lance Rappaport

    DirectorCRD 2508810

  • Trevor Tanella

    Trevor Tanella

    SalesCRD 8133427

Unlock 152 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth