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 registered with the SEC; the registration date on record is 2002. Publicly available metadata classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and individuals. The record indicates Etico Partners does not operate as a capital allocator and is not identified as an active ESG investor. Other flagged attributes show the firm is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm has provided little detail in the dataset about its core business activities, advisory offerings, client segments, or fee structure.
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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