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 registered as a limited liability company and appears in FINTRX as an SEC-registered entity with an original registration date of 1987. The record classifies ownership as a combination of a domestic entity and an individual and does not assign the firm to a more specific adviser category. The FINTRX snapshot provides minimal detail about the firm's day-to-day advisory activities. The profile flags several operational attributes: Dealerweb LLC is not identified as a capital allocator, is not active on ESG criteria, is not a multistate adviser, is not newly formed, is not a pension consultant, and is not recorded as a related adviser to another registered manager. Specifics such as client segments, fee models, and explicit business or advisory activities are not listed in the record.

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

    Chief Administrative OfficerCRD 4882071

  • Christopher Koppenheffer

    COOCRD 2938302

Contacts

3 of 157
  • JOHN SARLE

    BrokerCRD 1675005

  • LANCE RAPPAPORT

    DirectorCRD 2508810

  • Trevor Tanella

    SalesCRD 8133427

Unlock 154 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