OTC Link LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

OTC Link LLC is organized as a limited liability company and shows an SEC registration date of 2012. Public records classify the entity as "unclassified" and list the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is recorded as neither a multistate adviser nor a newly formed adviser, and it is not designated as a pension consultant or a related adviser. There is no firm-provided detail about business activities, advisory services, client segments, or fee arrangements in the available data. That lack of disclosure limits assessment of the firm’s client-facing capabilities, service model, or investment process.

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
  • Antonia Georgieva

    Antonia Georgieva

    Chief Financial OfficerCRD 4691960

Contacts

3 of 15
  • Jeremy Holstrom

    TradingCRD 5199901

  • Thomas Fasano

    Thomas Fasano

    Senior Vice PresidentCRD 1354608

  • Christopher La Greca

    Trading AnalystCRD 1437240

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth