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 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

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
  • Anthony Sanfilippo

    Anthony Sanfilippo

    Registered RepresentativeCRD 865272

  • Benjamin Gerald

    Benjamin Gerald

    Registered RepresentativeCRD 5665990

  • Anthony Spencer

    Anthony Spencer

    VP, Business DevelopmentCRD 6330413

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

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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