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 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
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
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