Opendeal Broker LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
15
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 is classified in the snapshot data as an investment bank. The record indicates registration with the SEC in 2018. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, pension consultant, related adviser, or a multi-state adviser in the provided snapshot. The firm did not supply descriptive entries for client types, fee arrangements, business activities, or advisory services in the source dataset, so those operational details are not documented here.

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
  • Edward Kuhnel

    Edward Kuhnel

    Chief Compliance OfficerCRD 4912658

  • Ian Epstein

    Ian Epstein

    CEOCRD 7217572

  • Noah Thorp

    Noah Thorp

    Founder & CEOCRD 6125364

Contacts

3 of 12
  • Yenny Soracipa Rubio

    Senior Compliance ManagerCRD 6745486

  • Warren Drimer

    Warren Drimer

    Senior AccountantCRD 4541433

  • Sarahjon Reilly

    Investment Banking RepresentativeCRD 6348181

Unlock 9 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth