Opendeal Broker LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
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 structured as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, and the profile does not indicate engagement as a multi-state adviser, pension consultant, or related adviser. The dataset also flags the firm as not an active ESG investor.

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
  • Ian Epstein

    Ian Epstein

    CEOCRD 7217572

  • Noah Thorp

    Noah Thorp

    Founder & CEOCRD 6125364

Contacts

3 of 12
  • Yenny Soracipa Rubio

    Senior Compliance ManagerCRD 6745486

  • Warren Drimer

    Warren Drimer

    Senior AccountantCRD 4541433

  • Sarahjon Reilly

    Investment Banking RepresentativeCRD 6348181

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth