SBA Loans for Securities Brokerage in New York: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in New York. Based on historical SBA 7(a) lending data.
Total Approvals
20
in New York
Median Loan Size
$250,000
per approval
Recent Activity
0
last 90 days through Jan 2025
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 20 approvals on record and a median loan size of $250,000.
Key trends & insights
- TD Bank, National Association leads this industry with 4 approvals (20% market share) and a median loan of $45,000.
- SBA data for this industry goes through 2025-01-22 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.
Most active SBA lenders for Securities Brokerage in New York
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 4 | $45,000 | |
| 2 | 3 | $250,000 | |
| 3 | 2 | $25,000 | |
| 4 | 2 | $220,000 | |
| 5 | 2 | $1,012,500 | |
| 6 | 1 | $2,000,000 | |
| 7 | 1 | $40,000 | |
| 8 | 1 | $1,721,000 | |
| 9 | 1 | $420,000 | |
| 10 | 1 | $500,000 | |
| 11 | 1 | $250,000 | |
| 12 | 1 | $175,000 |
Recent SBA 7(a) approvals for Securities Brokerage in New York
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-01 | TD Bank, National Association | CSD*****LLC | BROOKLYN, NY | $65,000 |
| 2024-08 | Byline Bank | Lum*****LLC | NEW YORK, NY | $1,775,000 |
| 2024-08 | Live Oak Banking Company | Lau*****ley | WILLIAMSVILLE, NY | $270,000 |
| 2024-01 | Capital Bank, National Association | V1s*****ion | NEW YORK, NY | $500,000 |
| 2023-11 | Newtek Bank, National Association | Lan*****nc. | New York, NY | $2,000,000 |
| 2023-08 | Manufacturers and Traders Trust Company | MYL*****NTO | NEW HARTFORD, NY | $10,000 |
| 2022-08 | BayFirst National Bank | Con*****LLC | SOUTHAMPTON, NY | $40,000 |
| 2022-08 | TD Bank, National Association | FFM*****Inc | MASSAPEQUA PARK, NY | $25,000 |
| 2022-07 | Live Oak Banking Company | Cle*****LLC | POUGHKEEPSIE, NY | $660,000 |
| 2022-06 | ESL FCU | BC *****LLC | ROCHESTER, NY | $100,000 |
| 2022-05 | TD Bank, National Association | MIL*****INC | EAST ROCKAWAY, NY | $25,000 |
| 2022-04 | Byline Bank | Kev*****roy | WEBSTER, NY | $250,000 |
| 2021-08 | Pathward National Association | Roc*****LLC | PLAINVIEW, NY | $175,000 |
| 2021-08 | Celtic Bank Corporation | ELI*****LLC | Brooklyn, NY | $1,721,000 |
| 2021-07 | Live Oak Banking Company | THE*****LLC | MONTAUK, NY | $300,000 |
| 2021-04 | KeyBank National Association | The*****LLC | Albany, NY | $100,000 |
| 2021-02 | Live Oak Banking Company | GOL*****LLC | HAUPPAUGE, NY | $730,000 |
| 2020-11 | NYBDC Local Development Corporation dba Pursuit Community Fi | Sun*****LLC | New York, NY | $250,000 |
| 2020-11 | ESL FCU | Nat*****man | Webster, NY | $340,000 |
| 2020-08 | Live Oak Banking Company | Hol*****LLC | MINOA, NY | $250,000 |
| 2020-08 | Manufacturers and Traders Trust Company | Amh*****Inc | Williamsville, NY | $40,000 |
| 2020-05 | TD Bank, National Association | Dum*****LLC | New York, NY | $70,000 |
| 2020-01 | Live Oak Banking Company | Pal*****LLC | GREAT NECK, NY | $250,000 |
| 2019-10 | Newtek Small Business Finance, Inc. | Lan*****nc. | NEW YORK, NY | $420,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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