Dealmaker Securities
Firm details
- Headquarters
- New York, New York
- CRD number
- 315324
- Registered since
- March 16, 2022
- Website
- www.dealmaker.tech
Firm profile
FINTRXOverview
Dealmaker Securities is organized as a limited liability company that appears in FINTRX as an SEC-registered advisory entity since 2022. Ownership is listed as a mix of a domestic corporate entity and an individual. The firm’s regulatory classification in the dataset is “unclassified,” and the available attributes indicate it is not positioned as a capital allocator or an active ESG investor. Other flags in the profile show it is not identified as a pension consultant, a related adviser, or a multi-state adviser. Disclosure of the firm’s business model, advisory activities and manager relationships is minimal in the provided data; FINTRX indicates no additional activity or affiliation details were supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jonathan Self
Chief Financial OfficerCRD 4497531
Contacts
3 of 6
Mathew Goldstein
Co-FounderCRD 7411773

Mario Martins
CCOCRD 7497981

Alexis Levenson
Registered RepresentativeCRD 7669470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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