Etico Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
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 with an ownership structure described as a mix of a domestic entity and an individual. Publicly available records do not assign the firm to a standard advisory classification and provide minimal detail about its advisory model, client segments, fee schedules or day-to-day business activities. The firm’s profile flags several negative/absence indicators: it is not identified as a capital allocator, does not self-report as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. Etico Partners has not supplied information about its activities and affiliations, so there is no disclosed description of investment philosophy, typical mandates, or target client types.

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 20
  • David Croce

    David Croce

    VP, Business DevelopmentCRD 4086788

  • Matthew Nigg

    Investment Advisor RepresentativeCRD 3009191

  • Mark Cameron

    Mark Cameron

    Investment Advisor RepresentativeCRD 3089057

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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

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