Ethic Inc.

Ethic Inc. (CRD# 282827) is a financial advisory firm headquartered in New York, NY. They manage $3,154,970,013 in 1,687 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,155
    MILLION
  • Total Number of Accounts
    1,687
    ACCOUNTS
  • Average Account Value
    $1,870,166
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, LA, MA, NE, NY, TX

Financial Advisors at Ethic Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Jordan J. Lipman
CRD#: 6206176
99 Hudson Street, 17th Floor, New York, NY 10013

Jordan Lipman (CRD# 6206176) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 10 years of experience in the finance industry.

2
Kelly L. Mahoney
CRD#: 6185082
99 Hudson Street, 17th Floor, New York, NY 10013

Kelly Mahoney (CRD# 6185082) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 9 years of experience in the finance industry.

3
Anthony P. Marcozzi
CRD#: 6480617
99 Hudson Street, 17th Floor, New York, NY 10013

Anthony Marcozzi (CRD# 6480617) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 7 years of experience in the finance industry.

4
Amanda Baker
CRD#: 6510606
99 Hudson Street, 17th Floor, New York, NY 10013

Amanda Baker (CRD# 6510606) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.

5
Jane Liu
CRD#: 6540929
99 Hudson Street, 17th Floor, New York, NY 10013

Jane Liu (CRD# 6540929) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 8 years of experience in the finance industry.

6
Corinne P. Merriman
CRD#: 6589569
99 Hudson Street, 17th Floor, New York, NY 10013

Corinne Merriman (CRD# 6589569) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 6 years of experience in the finance industry.

7
Alexander N. Papageorgis
CRD#: 5807920
99 Hudson Street, 17th Floor, New York, NY 10013

Alexander Papageorgis (CRD# 5807920) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 10 years of experience in the finance industry.

8
Marc J. Tell
CRD#: 6948331
99 Hudson Street, 17th Floor, New York, NY 10013

Marc Tell (CRD# 6948331) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.

9
Robert J. Wilson
CRD#: 7517940
99 Hudson Street, 17th Floor, New York, NY 10013

Robert Wilson (CRD# 7517940) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.

10
Weitong Zhao
CRD#: 7440882
99 Hudson Street, 17th Floor, New York, NY 10013

Weitong Zhao (CRD# 7440882) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 2 years of experience in the finance industry.

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