Onesource Fi LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310933
Registered since
July 13, 2021

Firm profile

FINTRX

Overview

Onesource Fi LLC is organized as a limited liability company and is listed in FINTRX with an ownership structure that includes both a domestic entity and an individual. The firm is categorized as unclassified in the database. Recorded attributes indicate Onesource Fi LLC does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public disclosures in FINTRX about the firm’s specific advisory activities, fee model, client segments, and investment approach are minimal. The available entries focus on structural and classification attributes rather than on investment strategy or service offerings.

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

2 of 2
  • John Parmigiani

    John Parmigiani

    CEOCRD 2800410

  • Kay Johnson

    Kay Johnson

    Chief Risk OfficerCRD 1583193

Contacts

3 of 3
  • Scott Johnson

    Scott Johnson

    Risk OfficerCRD 5817734

  • Edward Daigneau

    Edward Daigneau

    Non-Managing MemberCRD 3258848

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth