Webull Financial LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
110
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289063
Registered since
January 4, 2018

Firm profile

FINTRX

Overview

Webull Financial LLC is organized as a limited liability company and is recorded as being owned by a combination of a domestic corporate entity and an individual. FINTRX classifies the firm as "Unclassified" and available records contain very limited detail about its business model or advisory services. The firm has not supplied information about its activities or affiliations. The dataset flags several firm characteristics: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not position itself as a pension consultant or a related adviser. There are no public indicators in the record of the firm’s fee structure, client segments, or the specific advisory activities it conducts.

Location & Offices

Investment profile

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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

3 of 6
  • Anthony Denier

    Anthony Denier

    CEOCRD 3260208

  • Robert Gaeta

    Robert Gaeta

    Chief Compliance OfficerCRD 1770315

  • Michael Constantino

    Michael Constantino

    CEOCRD 4237527

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Contacts

3 of 104
  • Jonathan Law

    Jonathan Law

    Associate Director Of OperationsCRD 5681280

  • Matthew Peterson

    Matthew Peterson

    Head of Fixed IncomeCRD 5726998

  • Justin Hyman

    Justin Hyman

    Client Service AssociateCRD 6955949

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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
44 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth