OPENDEAL BROKER LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
16
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 organized as a limited liability company and appears in regulatory records with an SEC registration date of 2018. The dataset classifies the firm as an investment bank and identifies its ownership as a domestic entity and individual ownership mix. The profile indicates the firm is not a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures in the source do not include details on the firm’s advisory activities, fee schedule, or the types of clients it serves, so its primary business model beyond the investment bank classification is not described in the dataset.

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

    CEOCRD 7217572

  • EDWARD KUHNEL

    Chief Compliance OfficerCRD 4912658

  • NOAH THORP

    Founder & CEOCRD 6125364

Contacts

3 of 13
  • Tyler He

    Senior SpecialistCRD 8105286

  • Matthew Melbourne

    Senior DirectorCRD 6952958

  • Sean Haggerty

    Senior AssociateCRD 7141174

Unlock 10 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