Interactive Brokers LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
409
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
36418
Registered since
September 6, 1994

Firm profile

FINTRX

Overview

Interactive Brokers LLC appears in the record as a limited liability company that has been SEC-registered since 1994. The firm is listed with owner types described as both a domestic entity and an individual, and is categorized in the dataset as "unclassified." The profile identifies the organization as not operating as a capital allocator and not positioning itself as an active ESG investor. The dataset supplied does not include descriptions of the firm's business activities, advisory services, client segments, or fee arrangements. Additional flags in the record note that the firm is not a multi-state adviser, is not newly formed, is not identified as a pension consultant, and is not documented as a related adviser to another registered entity.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Steven Sosnick

    Steven Sosnick

    Chief StrategistCRD 1666801

  • Paul Brody

    CFOCRD 1722066

  • Milan Galik

    Milan Galik

    Chief Executive Officer & PresidentCRD 2204066

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Contacts

3 of 401
  • Adam Grell

    Senior AnalystCRD 5731324

  • Vasudevareddy Puli

    Vasudevareddy Puli

    PrincipalCRD 5776046

  • Sareeta Thakur

    Compliance SpecialistCRD 5777584

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth