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 corporation that has been SEC-registered since 2004. The firm's ownership is recorded as a combination of a domestic entity and an individual. Public filings classify the adviser as "unclassified" and provide very limited detail about its client base, fee model, or specific advisory activities. The firm is not identified as a capital allocator, is not active on ESG initiatives, and is not listed as a multi-state adviser or a pension consultant. The snapshot also indicates it is not a related adviser and was not newly formed at the time of registration.
Assets & Accounts
Investments & Alternatives
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 2Stephen Sikes
COOCRD 6912545
Emily Verlinde
Chief Compliance OfficerCRD 5686644
Contacts
3 of 34Mark Pelletier
Sales ManagerCRD 6665439
John Carmichael
Customer Experience RepresentativeCRD 7543528
John Broccoli
Head of BrokerageCRD 4555223
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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