Etico Partners, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Saratoga Springs, New York
CRD number
122481
Registered since
September 16, 2002

Firm profile

FINTRX

Overview

Etico Partners, LLC is organized as a limited liability company and is registered with the SEC; the registration date on record is 2002. Publicly available metadata classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and individuals. The record indicates Etico Partners does not operate as a capital allocator and is not identified as an active ESG investor. Other flagged attributes show the firm is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm has provided little detail in the dataset about its core business activities, advisory offerings, client segments, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Joshua Gilbert

    Chief Compliance OfficerCRD 6578136

  • Michael Oconnor

    Michael Oconnor

    Chief Financial OfficerCRD 7079764

  • Joseph Leo

    Joseph Leo

    Chief Executive OfficerCRD 4988004

Contacts

3 of 18
  • Anthony Sanfilippo

    Anthony Sanfilippo

    Registered RepresentativeCRD 865272

  • Benjamin Gerald

    Benjamin Gerald

    Registered RepresentativeCRD 5665990

  • Anthony Spencer

    Anthony Spencer

    VP, Business DevelopmentCRD 6330413

Unlock 15 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth