INTERACTIVE BROKERS LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
411
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
36418
Registered since
September 6, 1994

Firm profile

FINTRX

Overview

Interactive Brokers LLC is listed in FINTRX as a limited liability company that has been SEC-registered since 1994. The snapshot classifies the entity as Unclassified and identifies the owner type as a domestic entity and individual. The FINTRX record does not characterize the firm as a capital allocator and marks it as not being an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset does not include descriptive information about the firm’s advisory activities, fee structure, or client segments.

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 8
  • STEVEN SOSNICK

    Chief StrategistCRD 1666801

  • JONATHAN GELMAN

    Deputy Chief Compliance OfficerCRD 5440103

  • PAUL BRODY

    CFOCRD 1722066

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Contacts

3 of 403
  • Chad Mitzel

    Application DeveloperCRD 6856528

  • LEO KONOPKA

    Real Estate AgentCRD 7676801

  • Jack Coombes

    New Accounts ManagerCRD 6596533

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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