Etico is a boutique wealth management platform built by advisors, for advisors. Through our integrated SEC-registered RIA and FINRA member broker-dealer, we provide personalized partnerships the large national firms can’t match. Etico combine's personalized support, open-architecture investment solutions, intuitive technology, and white-glove back-office service. Advisors retain 100% ownership of their book while gaining a flexible, scalable solution that helps advisors increase profitability, elevate the client experience, and preserve their independence. Securities offered by Etico Partners, LLC, FINRA member broker-dealer. Investment advice offered by Quartz Partners, LLC an SEC registered investment adviser.
| Website | https://www.eticofinancial.com |
| Employees | 26 (9 on RocketReach) |
| Founded | 2010 |
| Address | 19 Railroad Place, Saratoga Springs, New York 12866, US |
| Phone | +1 386-447-0999 |
| Industry | Financial Services |
| Keywords | Financial Services, Financial Advisory, Financial Planning, Investment Advisory, Wealth Management, Retirement Advisory, Investment Management, Wealth Advisory, Retirement Planning, Estate Advisory, Financial Solutions, Tax Advisory, Estate Planning, Financial Consulting, Tax Planning, Portfolio Management, Insurance Services, Asset Management, Risk Management, Client Satisfaction |
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Etico Questions
Kyle Webber is the COO of Etico.
9 people are employed at Etico.
Etico is based in Saratoga Springs, New York.
Top Etico Employees
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Kyle Webber
Chief Operating Officer at Etico
Saratoga Springs, NY, US45+ -
35
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Megan Jorgenson
VP of Advisor Growth and Women's Markets at Etico
Saint Paul, MN, US13 -
Mark Landau
Vice President-Private Wealth Management at Etico
Saratoga Springs, NY, US23 -
24
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Mike O'Connor
Chief Financial Officer and FINOP at Etico
Cicero, NY, US1 -
Jack Talarico
Financial Advisor at Etico
New Hartford, NY, US -
Jorge Taveras Urena
Wealth Management Advisor at Etico
Dumont, NJ, US1
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