Newoak Capital Markets LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 104063
- Registered since
- September 12, 2000
- Website
- newoak.com
Firm profile
FINTRXOverview
Newoak Capital Markets LLC is organized as a limited liability company and is registered with the SEC dating back to 2000. The firm is listed as having a domestic entity and individual ownership mix and is categorized as "Unclassified" in the available dataset. Reported status flags indicate it does not act as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or a related adviser. The dataset provides limited operational detail: there are no descriptive entries about the firm's specific advisory or business activities, client segments, or fee structures. That suggests public-facing disclosures in this source focus on registration and status attributes rather than on investment strategy or service offerings.
Assets & Accounts
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
1 of 1
Joseph Meerbaum
CEO & PresidentCRD 2964862
Contacts
3 of 10
Michael Mcallister
Managing DirectorCRD 2637780

Salvatore Daliso
Registered RepresentativeCRD 710079

Aakash Kommineni
AssociateCRD 7395865
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
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
E&J Securities Corp.
Broker-DealerNew York, NY
Forum Capital Securities LLC
Broker-DealerNew York, NY
Jefferies LLC
Broker-DealerNew York, NY
Schroder Fund Advisors LLC
Broker-DealerNew York, NY
Bradesco Securities, Inc.
Broker-DealerNew York, NY
Hastings Capital Group, LLC
Broker-DealerNew York, NY