Revere Merchant Securities, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
171843
Registered since
July 23, 2015

Firm profile

FINTRX

Overview

Revere Merchant Securities, LLC is a limited liability company registered with the SEC in 2015 and is classified as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm’s regulatory profile indicates it does not operate as a capital allocator and is not identified as an active ESG investor, multi‑state adviser, pension consultant, or related adviser. The record does not list typical retail wealth‑management markers (fee structures, client segments, or advisory activities), so the entity appears positioned toward transactional or advisory capital‑markets activity rather than running discretionary retail or institutional asset‑management mandates.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Daniel Barnett

    Daniel Barnett

    CEO and Co-FounderCRD 2294762

  • Gregory Wildeman

    Gregory Wildeman

    Chief Financial OfficerCRD 6332005

Contacts

1 of 1
  • Patrick Daly

    Patrick Daly

    Senior Managing DirectorCRD 709458

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
560 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth