Open to the Public Investing, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 127818
- Registered since
- January 2, 2004
- Website
- public.com
Firm profile
FINTRXOverview
Open to the Public Investing, Inc. is a corporate investment adviser that registered with the SEC in 2004. Public records on the firm are sparse: its classification is listed as unclassified and it reports ownership tied to both a domestic entity and an individual. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and does not report roles such as pension consulting or related-adviser activity. No details are provided about its advisory services, fee structure, client segments, or specific investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stephen Sikes
COOCRD 6912545

Emily Verlinde
Chief Compliance OfficerCRD 5686644
Contacts
3 of 36
McKenna Granger
Support SpecialistCRD 7122394

Chanler Jiang
Senior ManagerCRD 6740331

Alfred Allgood
Customer Experience ManagerCRD 5054295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 530 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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