Open To The Public Investing, Inc.

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
127818
Registered since
January 2, 2004
Website
public.com

Firm profile

FINTRX

Overview

Open To The Public Investing, Inc. is organized as a corporation and has been SEC-registered since 2004. Publicly available records provide minimal detail about the firm's operations: it is categorized as unclassified, lists ownership as a domestic entity/individual, and does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Filings and the FINTRX snapshot do not disclose the firm's advisory activities, client segments, or fee schedule.

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

2 of 2
  • Stephen Sikes

    Stephen Sikes

    COOCRD 6912545

  • Emily Verlinde

    Emily Verlinde

    Chief Compliance OfficerCRD 5686644

Contacts

3 of 36
  • Mark Pelletier

    Mark Pelletier

    Sales ManagerCRD 6665439

  • John Carmichael

    John Carmichael

    Customer Experience RepresentativeCRD 7543528

  • John Broccoli

    John Broccoli

    Head of BrokerageCRD 4555223

Unlock 33 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
530 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth