MMA SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 44254
- Registered since
- July 7, 2015
- Website
- www.marshmma.com
- Fee structure
- Fixed Fees, Commissions, Other
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
MMA Securities LLC is a limited liability company that registered with the SEC in 2015 and serves primarily institutional clients. The firm operates as a broker-dealer and insurance broker while also providing advisory services focused on pension consulting, selection of other advisers, and educational seminars or workshops. Its business model includes fee-based and commission-based elements along with other fee arrangements. The firm is identified as a capital allocator and is affiliated with a range of industry roles — including broker-dealer, other investment adviser, CPO/CTA, insurance company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles. MMA Securities is not flagged as an active ESG investor and is not classified as a multi-state adviser in the dataset provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Judith Weinstock
Chief Compliance OfficerCRD 8096565
Michael Schnur
Account CoordinatorCRD 7803535
Bradford Jeter
Founder & CEOCRD 6336515
Contacts
3 of 209STEPHEN SAMPLE
Retirement ConsultantCRD 6553793
WILLIAM CLARKSON
Registered RepresentativeCRD 4153951
MATTHEW STEWART
Investment Advisory RepresentativeCRD 6035246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1166 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ERNST & YOUNG CAPITAL ADVISORS, LLC
Broker-DealerNew York, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY
PHX FINANCIAL, INC.
Broker-DealerNew York, NY
FOROS SECURITIES LLC
Broker-DealerNew York, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
MOELIS & COMPANY LLC
Broker-DealerNew York, NY