Openyield Trading LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
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 organized as a limited liability company with ownership reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and the profile contains very limited public detail about the firm’s business model or advisory activities. The firm does not identify itself as a capital allocator and does not self-report as an active ESG investor. It also is not listed as a multi-state adviser, a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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 5
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Thomas Shpetner

    Thomas Shpetner

    General CounselCRD 4487619

  • Michael Lazebnik

    Vice PresidentCRD 4888888

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth