United First Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
155456
Registered since
August 9, 2011

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Elizabeth Dickerson

    Elizabeth Dickerson

    Chief Compliance OfficerCRD 1917497

  • Maureen Obrien-aderholdt

    Maureen Obrien-aderholdt

    Chief Compliance OfficerCRD 4182378

  • Stephane Mardel

    Stephane Mardel

    Founder and CEOCRD 5854634

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Contacts

3 of 17
  • Peter Sinelnikov

    Peter Sinelnikov

    Senior ManagerCRD 6493208

  • Joshua Penner

    Joshua Penner

    Managing DirectorCRD 2414675

  • William Waddell

    TraderCRD 2501270

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth