M.D. Sass Securities, L.L.C.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
139760
Registered since
August 1, 2006

Firm profile

FINTRX

Overview

M.D. Sass Securities, L.L.C. is organized as a limited liability company and has been registered with the SEC since 2006. The firm is identified in FINTRX as individually owned and carries an “Unclassified” business classification in the dataset. The profile indicates the firm does not self-identify as a capital allocator, a pension consultant, a related adviser, or a multi-state or newly formed adviser. FINTRX also flags that it is not an active ESG investor. Beyond these categorical descriptors, the dataset does not provide details on advisory activities, fee models, client segments, or specific investment mandates.

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 4
  • Martin Sass

    Martin Sass

    CEO & ChairmanCRD 411144

  • Sam Friedman

    Sam Friedman

    Chief Financial OfficerCRD 6716595

  • J Anderson

    J Anderson

    Chief Compliance OfficerCRD 1084169

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Contacts

1 of 1
  • Bobby Liu

    Bobby Liu

    Risk OfficerCRD 4771903

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
55 W 46th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth