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 SEC-registered since 2006. The snapshot classifies the firm as "Unclassified" and lists its owner type as individual. The record flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not listed as a pension consultant or a related adviser. Publicly provided detail about the firm’s specific business lines, advisory services, client segments, and fee arrangements is minimal. The available disclosure is limited to registration and high-level classification fields rather than descriptions of investment strategy, client focus, or service offerings.

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
  • Jared Malbin

    Jared Malbin

    Chief Operating OfficerCRD 3090059

  • J Anderson

    J Anderson

    Chief Compliance OfficerCRD 1084169

  • Martin Sass

    Martin Sass

    CEO & ChairmanCRD 411144

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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