Interactive Brokers LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
406
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Interactive Brokers LLC is organized as a limited liability company that registered with the SEC in 1994. Ownership is recorded as a domestic entity and individual combination. The firm is not identified as a capital allocator and is classified as unclassified in the provided dataset. The profile contains limited operational detail: fields for client base, fee structure, business activities and advisory activities are not populated, and the firm does not report being an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source did not supply information on affiliations or specific service lines, so there is no further disclosure about its advisory programs or target client segments in this record.

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

  • Jonathan Gelman

    Jonathan Gelman

    Deputy Chief Compliance OfficerCRD 5440103

  • Paul Brody

    CFOCRD 1722066

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Contacts

3 of 398
  • Chad Mitzel

    Chad Mitzel

    Application DeveloperCRD 6856528

  • Leo Konopka

    Leo Konopka

    Real Estate AgentCRD 7676801

  • Jack Coombes

    Jack Coombes

    New Accounts ManagerCRD 6596533

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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