OPEN TO THE PUBLIC INVESTING, INC.

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
127818
Registered since
January 2, 2004
Website
public.com

Firm profile

FINTRX

Overview

Open To The Public Investing, Inc. is organized as a corporation and has been SEC-registered since 2004. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified." The profile indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not newly formed. It also does not serve as a pension consultant and is not reported as having a related adviser relationship. The firm has not supplied additional public detail on its advisory services, client segments, fee schedules, or specific business activities in the data provided.

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
  • Stephen Sikes

    COOCRD 6912545

  • Emily Verlinde

    Chief Compliance OfficerCRD 5686644

Contacts

3 of 34
  • Mark Pelletier

    Sales ManagerCRD 6665439

  • John Carmichael

    Customer Experience RepresentativeCRD 7543528

  • John Broccoli

    Head of BrokerageCRD 4555223

Unlock 31 more contacts

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
530 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth