Cassel Salpeter & Co, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
153522
Registered since
September 17, 2010

Firm profile

FINTRX

Overview

Cassel Salpeter & Co, LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm appears on the SEC registry with an initial registration year of 2010. Ownership is indicated as a combination of a domestic entity and an individual. Publicly available dataset flags several operational characteristics: the firm is not identified as a capital allocator, it is not listed as an active ESG investor, it does not operate as a multi-state adviser, and it is not categorized as a pension consultant or a related adviser. The dataset does not provide granular descriptions of the firm’s advisory activities, fee schedules, client segments, or specific business lines beyond the investment bank classification.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 13
  • Joseph Smith

    Joseph Smith

    DirectorCRD 1018196

  • Margery Fischbein

    Margery Fischbein

    Managing DirectorCRD 1293566

  • Ira Leiderman

    Ira Leiderman

    Managing DirectorCRD 2724122

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Wealth teams

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth