Onesource Fi LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310933
Registered since
July 13, 2021

Firm profile

FINTRX

Overview

Onesource Fi LLC is registered with the SEC as an investment adviser and is organized as a limited liability company. FINTRX records show the firm was registered in 2021 and is owned by a domestic entity and an individual. The data classifies the adviser as "unclassified" and indicates it does not operate as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not provided details on its advisory activities, fee structure, or client segments in the source data.

Assets & Accounts

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

1 of 1
  • John Parmigiani

    John Parmigiani

    CEOCRD 2800410

Contacts

3 of 4
  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

  • Edward Daigneau

    Edward Daigneau

    Non-Managing MemberCRD 3258848

  • Kay Johnson

    Kay Johnson

    PartnerCRD 1583193

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
200 Vesey St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth