Etico Partners, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
21
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 adviser organized as a limited liability company and registered with the SEC since 2002. FINTRX characterizes ownership as a mix of a domestic entity and individual ownership. The firm is not classified in FINTRX’s categorical taxonomy and is noted as not serving as a capital allocator or as an active ESG investor. FINTRX also indicates the adviser is not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.

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
  • Joshua Gilbert

    Chief Compliance OfficerCRD 6578136

  • Michael Oconnor

    Michael Oconnor

    Chief Financial OfficerCRD 7079764

  • Joseph Leo

    Joseph Leo

    Chief Executive OfficerCRD 4988004

Contacts

3 of 18
  • Matthew Nigg

    Investment Advisor RepresentativeCRD 3009191

  • Mark Cameron

    Mark Cameron

    Investment Advisor RepresentativeCRD 3089057

  • Stephen Furno

    Investment Advisor RepresentativeCRD 1532489

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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