Etico Partners, LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 122481
- Registered since
- September 16, 2002
- Website
- www.eticony.com
Firm profile
FINTRXOverview
Etico Partners, LLC is organized as a limited liability company and has been SEC-registered since 2002. Public records classify ownership as a combination of a domestic entity and an individual, but provide little detail on the firm's client mix, fee schedules, or day-to-day advisory activities. The snapshot available is sparse: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not appear as a pension consultant or related adviser in the summarized data. The firm’s public disclosures do not describe investment process, target client segments, or product shelf. That limited level of transparency makes it difficult to characterize strategy, risk posture, or how Etico Partners typically structures client relationships from the available information.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joshua Gilbert
Chief Compliance OfficerCRD 6578136

Michael Oconnor
Chief Financial OfficerCRD 7079764

Joseph Leo
Chief Executive OfficerCRD 4988004
Contacts
3 of 18
Anthony Sanfilippo
Registered RepresentativeCRD 865272

Benjamin Gerald
Registered RepresentativeCRD 5665990

Anthony Spencer
VP, Business DevelopmentCRD 6330413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 85 Railroad Pl
- Time zone
- ET (UTC-5)
- Office locations
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