Cassel Salpeter & Co, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 153522
- Registered since
- September 17, 2010
- Website
- www.casselsalpeter.com
Firm profile
FINTRXOverview
Cassel Salpeter & Co, LLC is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. The firm’s public profile contains limited disclosure about its specific services, fee arrangements, client segments, or advisory activities. The record indicates the firm does not act as a capital allocator and is not engaged as an ESG investor. Other structural designations in the source show it is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. No information about the firm’s external activities or affiliations was provided.
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
Contacts
3 of 13
Joseph Smith
DirectorCRD 1018196
Margery Fischbein
Managing DirectorCRD 1293566

Ira Leiderman
Managing DirectorCRD 2724122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3250 Mary St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ACP Securities, LLC
Broker-DealerMiami, FL
Stonex International Securities Inc.
Broker-DealerMiami, FL
Creand Securities
Broker-DealerMiami, FL
Lafise Securities LLC
Broker-DealerMiami, FL
United Capital Markets, Inc.
Broker-DealerMiami, FL
Mora Capital Securities LLC
Broker-DealerMiami, FL