Opencash
Firm details
- Headquarters
- Haverford, Pennsylvania
- CRD number
- 317007
- Registered since
- November 22, 2022
- Website
- opencash.com
Firm profile
FINTRXOverview
Opencash is organized as a limited liability company and registered with the SEC in 2022. The firm's ownership structure is reported as a combination of a domestic entity and an individual. In the available record Opencash is listed as "unclassified" and it does not identify itself as a capital allocator or an active ESG investor. The adviser also is not flagged as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. Public disclosures for Opencash are sparse: the firm has not supplied descriptive information about its advisory activities, business lines, client segments, or fee arrangements in the source data.
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
Stacey Lavender
Chief Compliance OfficerCRD 4365033

Ralph Valvano
Chief Financial OfficerCRD 6256655
Contacts
3 of 4Richard Speziale
FinOpCRD 1192739

Kyle Shuff
Operations RepresentativeCRD 6790473
Melanie Bonsignore
Financial Operations AssociateCRD 8179440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Haverford, PA
Delaware
Location
Haverford, PA
Headquartered in Haverford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 521 W Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Nestlerode & Loy, Inc.
Broker-DealerState College, PA
PNC Wealth Management
Broker-DealerPittsburgh, PA
Janney Montgomery Scott LLC
Broker-DealerPhiladelphia, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Transamerica Financial Advisors, LLC
Broker-DealerPhiladelphia, PA
Nasdaq Execution Services, LLC
Broker-DealerPhiladelphia, PA