Openyield Trading LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
326199
Registered since
September 27, 2023

Firm profile

FINTRX

Overview

Openyield Trading LLC is a limited liability company that registered with the SEC in 2023. Public filings classify the firm as unclassified and identify its ownership as a mix of a domestic entity and an individual. Filings show the firm is not designated as a capital allocator, does not report active ESG investing, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not provided public detail about its advisory or business activities and has not disclosed target client segments or fee arrangements.

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

1 of 1
  • Jonathan Birnbaum

    Founder & CEOCRD 5350316

Contacts

3 of 4
  • Thomas Shpetner

    Thomas Shpetner

    General CounselCRD 4487619

  • Michael Lazebnik

    Vice PresidentCRD 4888888

  • Eric Levine

    Eric Levine

    Trading and Operations AssociateCRD 7285963

Unlock 1 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
420 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth