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 with an ownership structure described as a mix of a domestic entity and an individual. Publicly available records do not assign the firm to a standard advisory classification and provide minimal detail about its advisory model, client segments, fee schedules or day-to-day business activities. The firm’s profile flags several negative/absence indicators: it is not identified as a capital allocator, does not self-report as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. Etico Partners has not supplied information about its activities and affiliations, so there is no disclosed description of investment philosophy, typical mandates, or target client types.
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 20
David Croce
VP, Business DevelopmentCRD 4086788
Matthew Nigg
Investment Advisor RepresentativeCRD 3009191

Mark Cameron
Investment Advisor RepresentativeCRD 3089057
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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