Onesource Fi LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310933
- Registered since
- July 13, 2021
Firm profile
FINTRXOverview
Onesource Fi LLC is set up as a limited liability company and is SEC-registered as of 2021. The firm is listed as owned by a domestic entity and an individual and carries an "Unclassified" advisor designation in the available record. The profile flags indicate it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser per its registration data, and is not identified as a pension consultant or related adviser.
Assets & Accounts
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
1 of 1
John Parmigiani
CEOCRD 2800410
Contacts
3 of 4
Scott Johnson
Risk OfficerCRD 5817734
Edward Daigneau
Non-Managing MemberCRD 3258848
Emily Abbruzzese
FinOpCRD 4606343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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