Interactive Brokers LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
408
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 and has been SEC-registered since 1994. The FINTRX snapshot identifies the owner type as a domestic entity and individual, and classifies the firm as unclassified within the dataset. According to the same entry, Interactive Brokers LLC is not designated as a capital allocator and is not flagged as an active ESG investor. The FINTRX record lists a number of regulatory/operational flags: the firm is not identified as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The dataset does not provide granular detail on advisory mandates, fee schedules, or specific client segments for this entity.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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 400
  • 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

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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

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