Etico Partners, LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 122481
- Registered since
- September 16, 2002
- Website
- www.eticony.com
Firm profile
FINTRXOverview
Etico Partners, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2002. Ownership is listed as a mix of a domestic entity and individual owner(s). The firm is categorized as unclassified in the available snapshot and does not identify itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. The publicly supplied profile contains minimal detail on client types, fee schedules, or the specific advisory and business activities the firm conducts.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joshua Gilbert
Chief Compliance OfficerCRD 6578136

Michael Oconnor
Chief Financial OfficerCRD 7079764

Joseph Leo
Chief Executive OfficerCRD 4988004
Contacts
3 of 18
Anthony Sanfilippo
Registered RepresentativeCRD 865272

Benjamin Gerald
Registered RepresentativeCRD 5665990

Anthony Spencer
VP, Business DevelopmentCRD 6330413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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