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Table of Contents

Trading

Market maker

— is a registered market participant or automated system that provides liquidity to the exchange by placing firm quotes (bids and asks) on the order book. Their primary purpose is to ensure the exchange has available pricing and deep order books so that regular users can execute trades competitively.

Broker-dealer

In the financial world, a broker-dealer is an individual or company that acts as both an agent and a principal in securities transactions. Their role changes depending on the specific trade they are executing.

The Dual Role

The term describes the two capacities in which these firms operate:

Role Acting As Key Action How They Make Money
Broker Agent Executes trades on behalf of clients (buying/selling for you). Commissions or fees.
Dealer Principal Trades for its own account (buying/selling for the firm). The Spread (difference between buy and sell price).

Why Do They Matter?

Broker-dealers are the "market makers" and facilitators of the trading world. Without them, it would be incredibly difficult for a retail investor to find a buyer or seller for a specific stock at any given moment.

Core Functions:
Regulation

Because they handle client money and influence market prices, they are heavily regulated. In the U.S., they must register with the SEC (Securities and Exchange Commission) and are typically members of FINRA (Financial Industry Regulatory Authority).