AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A DEALERWEB LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at DEALERWEB LLC

CRD#: 19662
BD

Looking for a Financial Advisor at DEALERWEB LLC?

We have compiled every financial advisor who works at DEALERWEB LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

DEALERWEB LLC is located at 185 Hudson Street Harborside 5, Suite 2200, Jersey City, NJ 07311 and was first established at Woodbridge, Delaware in 12/20/2024. After operating for 0 years, DEALERWEB LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DEALERWEB LLC’s clients are individuals and 0% of their clients are high net worth individuals. DEALERWEB LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DEALERWEB LLC are registered to handle securities or provide financial advice. The firm has 7 disclosures, 7 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DEALERWEB LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DEALERWEB LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for DEALERWEB LLC Comes From

Understanding the Statistics for DEALERWEB LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
7

FIRM INFORMATION

Main Address
185 Hudson Street Harborside 5, Suite 2200, Jersey City, NJ 07311
Mailing Address
185 Hudson Street Harborside 5, Suite 2200, Jersey City, NJ 07311
Firm Size
Medium
Phone Number
(212) 797-1980
Established
Delaware since 12/20/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TRADEWEB IDB MARKETS, INC.OWNER
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
COTTER, RICHARD JOSEPH JRPRINCIPAL FINANCIAL OFFICER1611037
GALINDO, JORGE ALBERTO JRPRINCIPAL OPERATIONS OFFICER2501261
HUESTIS, TIMOTHY DANIELEXECUTIVE REPRESENTATIVE4931620
MCKEON, ALFRED PETERPRESIDENT1666355
SERRAO, ASHLEY NEILBOARD MEMBER5360541
SULLIVAN, MICHAEL FRANCISCHIEF COMPLIANCE OFFICER3254037
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at DEALERWEB LLC

TJ

Trinity Anne-marie Joyce

RR
CRD#: 7910876
Location:
New York, NY 10167
Company:
DEALERWEB LLC
Disclosures:
Experience:
1 year
View Profile
AK

Allison Carol Katsikis

Allison Carol Nave
RR
CRD#: 6405470
Location:
Jersey City, NJ 07311
Company:
DEALERWEB LLC
Disclosures:
Experience:
11 years
View Profile
RC

Richard Joseph Cotter

Richard Joseph Cotter Jr
RR
CRD#: 1611037
Location:
Jersey City, NJ 07311
Company:
DEALERWEB LLC
Disclosures:
Experience:
39 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics