Opendeal Broker LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
291387
Registered since
October 2, 2018

Firm profile

FINTRX

Overview

Opendeal Broker LLC is a limited liability company that is classified as an investment bank and registered with the SEC in 2018. The firm's ownership is listed as a mix of a domestic entity and an individual. In the provided dataset the firm does not position itself as a capital allocator and it does not identify as an active ESG investor. Regulatory and advisory attributes reported include: not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset does not supply detail on the firm’s specific business lines, fee schedules, or advisory services.

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

3 of 3
  • Ian Epstein

    Ian Epstein

    CEOCRD 7217572

  • Edward Kuhnel

    Edward Kuhnel

    Chief Compliance OfficerCRD 4912658

  • Noah Thorp

    Noah Thorp

    Founder & CEOCRD 6125364

Contacts

3 of 11
  • Tyler He

    Senior SpecialistCRD 8105286

  • Matthew Melbourne

    Matthew Melbourne

    Senior DirectorCRD 6952958

  • Son Van

    CRD 8319825

Unlock 8 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
149 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth