OTC Link LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153944
Registered since
March 5, 2012

Firm profile

FINTRX

Assets & Accounts

OTC Link LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm's ownership is listed as a mix of a domestic entity and an individual; it is classified as "unclassified" in the source data. The dataset indicates OTC Link LLC does not operate as a capital allocator, is not a multi-state adviser, and is not identified as an active ESG investor. In filings provided to the dataset the firm reports 0 clients and an average client size of $0.00. There are no AUM figures, account counts, or client segment breakdowns included. Information on fee arrangements and the firm's specific advisory activities is not reported in the available data.

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
  • Antonia Georgieva

    Antonia Georgieva

    Chief Financial OfficerCRD 4691960

Contacts

3 of 14
  • Annapurna Bikkina

    Annapurna Bikkina

    Senior Software DeveloperCRD 6593549

  • Bruce Friedman

    Bruce Friedman

    Vice President, Product ManagerCRD 5634859

  • John Mellon

    John Mellon

    VP, Senior Compliance OfficerCRD 4167767

Unlock 11 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
300 Vesey St
Time zone
ET (UTC-5)
Office locations

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