Newoak Capital Markets LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104063
Registered since
September 12, 2000
Website
newoak.com

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Joseph Meerbaum

    Joseph Meerbaum

    CEO & PresidentCRD 2964862

Contacts

3 of 10
  • Michael Mcallister

    Michael Mcallister

    Managing DirectorCRD 2637780

  • Salvatore Daliso

    Salvatore Daliso

    Registered RepresentativeCRD 710079

  • Aakash Kommineni

    Aakash Kommineni

    AssociateCRD 7395865

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth