Dynamex Trading, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
127434
Registered since
December 3, 2003

Firm profile

FINTRX

Overview

Dynamex Trading, LLC is organized as a limited liability company with its ownership recorded as both a domestic entity and an individual. The firm's classification is listed as unclassified, and available metadata indicates it does not operate as a capital allocator. It does not identify as an active ESG investor and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Public-facing details about Dynamex Trading’s core business activities, advisory offerings, target client segments, and fee arrangements are not disclosed in the available dataset. That lack of disclosure limits the ability to assess the firm’s investment focus, product lineup, or typical client engagement model.

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

2 of 2
  • Brandon Neer

    Brandon Neer

    Chief Technology OfficerCRD 3095387

  • Harris Bock

    Harris Bock

    Chief Executive OfficerCRD 5532493

Contacts

3 of 3
  • Michael Clark

    FinOpCRD 4514317

  • Jason Lefkowitz

    Jason Lefkowitz

    DirectorCRD 4660146

  • Jhonathan Ozana

    Jhonathan Ozana

    Sales TraderCRD 6960933

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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth