Dealmaker Securities

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
315324
Registered since
March 16, 2022

Firm profile

FINTRX

Overview

Dealmaker Securities is organized as a limited liability company and is registered with the SEC (registration year listed as 2022). Publicly available records provide only limited detail about the firm's business model: it is categorized as "unclassified" in the snapshot and is owned by a mix of a domestic entity and an individual. The profile flags several negative indicators rather than specialty areas: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. FINTRX does not list the firm's advisory activities, fee schedule, or client segments, so there is little on-file about how the firm positions its services or what client types it targets.

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

1 of 1
  • Jonathan Self

    Chief Financial OfficerCRD 4497531

Contacts

3 of 6
  • Mario Martins

    Mario Martins

    CCOCRD 7497981

  • Mathew Goldstein

    Mathew Goldstein

    Co-FounderCRD 7411773

  • Aaron Shafton

    Aaron Shafton

    Managing DirectorCRD 7500198

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
30 E 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth