Middlegate Securities Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
21544
Registered since
January 21, 1988

Firm profile

FINTRX

Overview

Middlegate Securities Inc. is organized as a corporation with individual ownership and is classified in public records as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public disclosures provide no specifics about the firm's client mix, fee schedules, advisory services, or other business activities.

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

FINTRX

Contacts

FINTRX

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
8 W 40th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth