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 organized as a limited liability company and is registered with the SEC since 2015. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional asset manager. The profile indicates an ownership structure that includes a domestic entity and an individual. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

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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