OPENDEAL BROKER LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
291387
Registered since
October 2, 2018

Firm profile

FINTRX

Overview

Opendeal Broker LLC is organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2018 and is identified as a domestic entity with individual ownership. Available disclosures indicate Opendeal Broker LLC does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing information about the firm's client mix, specific business lines, and advisory activities is minimal. The snapshot data does not list standard advisory or brokerage business descriptions, suggesting the firm’s regulatory filing emphasizes its broker/dealer/investment-bank role rather than traditional registered investment adviser activity.

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

3 of 3
  • IAN EPSTEIN

    CEOCRD 7217572

  • EDWARD KUHNEL

    Chief Compliance OfficerCRD 4912658

  • NOAH THORP

    Founder & CEOCRD 6125364

Contacts

3 of 13
  • Tyler He

    Senior SpecialistCRD 8105286

  • Matthew Melbourne

    Senior DirectorCRD 6952958

  • Sean Haggerty

    Senior AssociateCRD 7141174

Unlock 10 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
149 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth