United First Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 155456
- Registered since
- August 9, 2011
- Website
- www.utdfirst.com
Firm profile
FINTRXOverview
United First Partners LLC is organized as a limited liability company with ownership tied to both a foreign entity and an individual. Beyond entity type and owner structure, the firm’s public dossier provides very little detail about core services, client segments, or investment focus. FINTRX flags several firm attributes: the adviser is classified as unclassified, is not identified as a capital allocator, and is not an active ESG investor. The platform also indicates the adviser is not a multistate adviser, not a pension consultant, and is not listed as a related adviser. There are no disclosed descriptions of business activities, fee structure, or advisory offerings available in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Elizabeth Dickerson
Chief Compliance OfficerCRD 1917497

Maureen Obrien-aderholdt
Chief Compliance OfficerCRD 4182378

Stephane Mardel
Founder and CEOCRD 5854634
Contacts
3 of 17
Peter Sinelnikov
Senior ManagerCRD 6493208

Joshua Penner
Managing DirectorCRD 2414675
William Waddell
TraderCRD 2501270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
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