Open to the Public Investing, Inc.

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
38
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 a corporate investment adviser that registered with the SEC in 2004. Public records on the firm are sparse: its classification is listed as unclassified and it reports ownership tied to both a domestic entity and an individual. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and does not report roles such as pension consulting or related-adviser activity. No details are provided about its advisory services, fee structure, client segments, or specific investment approach.

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

    Stephen Sikes

    COOCRD 6912545

  • Emily Verlinde

    Emily Verlinde

    Chief Compliance OfficerCRD 5686644

Contacts

3 of 36
  • McKenna Granger

    McKenna Granger

    Support SpecialistCRD 7122394

  • Chanler Jiang

    Chanler Jiang

    Senior ManagerCRD 6740331

  • Alfred Allgood

    Alfred Allgood

    Customer Experience ManagerCRD 5054295

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth