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FIRM PROFILE
Overview
DEALMAKER SECURITIES is located at 30 East 23rd Street 2nd Floor, New York, NY 10010 and was first established at New York, Delaware in 05/05/2021. After operating for 4 years, DEALMAKER SECURITIES 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 DEALMAKER SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. DEALMAKER SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DEALMAKER SECURITIES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 DEALMAKER SECURITIES‘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 DEALMAKER SECURITIES. 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.
Where the Statistical Data for DEALMAKER SECURITIES Comes From
Understanding the Statistics for DEALMAKER SECURITIES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
30 East 23rd Street 2nd Floor, New York, NY 10010
30 East 23rd Street 2nd Floor, New York, NY 10010
Small
(855) 852-4561
Delaware since 05/05/2021
Limited Liability Company
March
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at DEALMAKER SECURITIES
Jonathan Andrew Self
Ingrid Wong
Mathew Oliver Goldstein
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