ETICO PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
SARATOGA SPRINGS, New York
CRD number
122481
Registered since
September 16, 2002

Firm profile

FINTRX

Overview

Etico Partners, LLC is an SEC-registered investment advisory firm organized as a limited liability company and first registered in 2002. Public filings and the FINTRX snapshot provide minimal detail about client types, fee schedules, or specific advisory services, and the firm is categorized as "Unclassified" in the available data. Ownership is reported as a combination of a domestic entity and an individual, but no named principals or team details are provided in the source material. Regulatory attributes in the snapshot indicate Etico Partners is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or a related adviser to another registered entity. The profile suggests a relatively low level of disclosure about investment mandates and client-facing activities.

Investments & Alternatives

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
  • JOSHUA GILBERT

    Chief Compliance OfficerCRD 6578136

  • MICHAEL OCONNOR

    Chief Financial OfficerCRD 7079764

  • JOSEPH LEO

    Chief Executive OfficerCRD 4988004

Contacts

3 of 19
  • ANTHONY SANFILIPPO

    Registered RepresentativeCRD 865272

  • Benjamin Gerald

    Registered RepresentativeCRD 5665990

  • ANTHONY SPENCER

    VP, Business DevelopmentCRD 6330413

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARATOGA SPRINGS, NY

SARATOGA

Location

SARATOGA SPRINGS, NY

Headquartered in SARATOGA SPRINGS, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
SARATOGA
Address
85 Railroad Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth