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 is shown as an SEC-registered entity since 1987. The firm’s ownership is reported as a combination of a domestic corporate entity and an individual. The snapshot classifies the firm as "unclassified" and indicates that it does not function as a capital allocator. The record also notes that Dealerweb LLC does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list itself as a pension consultant or related adviser. Several typical advisory fields in the snapshot (business activities, advisory activities, client base, fee structure) are blank in the source data, so there is no published detail on the services the firm offers, its target clients, or how it charges for services.

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

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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