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 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

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
  • Mathew Goldstein

    Mathew Goldstein

    Co-FounderCRD 7411773

  • Mario Martins

    Mario Martins

    CCOCRD 7497981

  • Alexis Levenson

    Alexis Levenson

    Registered RepresentativeCRD 7669470

Unlock 3 more contacts

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