Sharenett Securities LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151011
Registered since
September 3, 2010

Firm profile

FINTRX

Overview

Sharenett Securities LLC is organized as a limited liability company and is SEC-registered, with registration going back to 2010. FINTRX classifies the firm as unclassified and lists the owner type as a combination of domestic entity and individual. The firm's regulatory snapshot flags several negatives: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not marked as newly formed, and is not listed as a pension consultant or related adviser. The FINTRX extract does not supply routine operational details such as client segments, fee schedules, or a description of the firm's advisory or business activities. Those items are not included in the provided record, so there is limited public visibility into the firm's target clients or service model from this dataset.

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
  • Peter Dolezal

    Peter Dolezal

    General Counsel & Chief Compliance OfficerCRD 4119021

Contacts

3 of 4
  • Kevin Masters

    FinOpCRD 2730013

  • Matthew Clark

    Matthew Clark

    PartnerCRD 2417088

  • Angela Fiala

    FinOpCRD 5163386

Unlock 1 more contacts

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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth