Interactive Brokers Corp.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
97
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
117942
Registered since
December 18, 2001

Firm profile

FINTRX

Overview

Interactive Brokers Corp. is organized as a corporation with ownership attributed to a domestic entity and individuals. Publicly available profile fields are sparse: the firm is classified as "Unclassified" in the snapshot data and does not identify itself as an active ESG investor or as a capital allocator. It also does not list roles such as pension consultant or related adviser, and it is not flagged as a newly formed adviser. The firm did not supply detail on core operating items that typically orient due diligence — there are no disclosed entries for business activities, advisory activities, fee schedules, or target client segments. Those gaps mean the available record establishes only basic structural attributes rather than a clear picture of client focus, service model, or investment approach. The snapshot flags that the firm is not a multi-state adviser, despite having multiple physical offices (see below). That combination suggests the profile data is limited to registry-style fields rather than a full operating description; additional outreach would be required to clarify services, client types, and investment capabilities.

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 6
  • Steven Sosnick

    Steven Sosnick

    Chief StrategistCRD 1666801

  • Paul Brody

    CFOCRD 1722066

  • Milan Galik

    Milan Galik

    Chief Executive Officer & PresidentCRD 2204066

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Contacts

3 of 91
  • Steven Macnamara

    Steven Macnamara

    Institutional SalesCRD 1569776

  • David Friedland

    David Friedland

    Managing DirectorCRD 2715164

  • Robert Mitman

    Robert Mitman

    Senior Risk ManagerCRD 1135348

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth