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 an SEC-registered investment advisory firm organized as a limited liability company and first registered in 2002. Public filings and the FINTRX snapshot provide minimal detail about client types, fee schedules, or specific advisory services, and the firm is categorized as "Unclassified" in the available data. Ownership is reported as a combination of a domestic entity and an individual, but no named principals or team details are provided in the source material. Regulatory attributes in the snapshot indicate Etico Partners is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or a related adviser to another registered entity. The profile suggests a relatively low level of disclosure about investment mandates and client-facing activities.
Investments & Alternatives
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 19ANTHONY 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
Similar firms
CP CLIENT SOLUTIONS LLC
Broker-DealerSARATOGA SPRINGS, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY
PHX FINANCIAL, INC.
Broker-DealerNew York, NY
FOROS SECURITIES LLC
Broker-DealerNew York, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
ERNST & YOUNG CAPITAL ADVISORS, LLC
Broker-DealerNew York, NY