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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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