UNITED FIRST PARTNERS LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
155456
Registered since
August 9, 2011

Firm profile

FINTRX

Overview

United First Partners LLC is a limited liability company that first registered with the SEC in 2011. The firm’s ownership structure is reported as a combination of a foreign entity and an individual. Public classification is listed as unclassified, and the regulatory snapshot indicates the adviser does not act as a capital allocator and is not identified as an active ESG investor. The available records provide minimal detail about the firm’s business model or client mix: fields for business activities, advisory services and client base were left blank in the source. Several advisory attributes are explicitly negative — the firm is not registered as a multi-state adviser, not a pension consultant, not a related adviser, and is not described as newly formed — which narrows the likely scope of its regulated advisory footprint but does not clarify its service offerings.

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 4
  • MAUREEN OBRIEN-ADERHOLDT

    Chief Compliance OfficerCRD 4182378

  • ELIZABETH DICKERSON

    Chief Compliance OfficerCRD 1917497

  • MICHAEL HADJEDJ

    CEO & FounderCRD 5854635

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Contacts

3 of 16
  • STEVEN PARADISE

    Sales TraderCRD 2591176

  • JOHN WHEELHOUSE

    Global Head of TradingCRD 5987791

  • OWEN RICE

    Sales & TradingCRD 6072664

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth