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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
John Parmigiani
CEOCRD 2800410

Kay Johnson
Chief Risk OfficerCRD 1583193
Contacts
3 of 3Scott 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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