Citadel Clearing LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
56
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
172693
Registered since
April 7, 2015

Firm profile

FINTRX

Overview

Citadel Clearing LLC is registered with the SEC (registration recorded in 2015) and organized as a limited liability company. FINTRX provides a sparse profile: the firm is identified as owned by a domestic entity/individual and carries an "unclassified" designation in the snapshot. The dataset does not list specific advisory or business activities, and several firm attributes are negative flags (see Investments & Alternatives below), which suggests limited engagement in traditional RIA capital-allocation or multi-state advisory operations as captured by this source.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jane Sytsma

    Jane Sytsma

    CFOCRD 7821700

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Steven Henry

    Steven Henry

    Chief Accounting OfficerCRD 5587809

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Contacts

3 of 52
  • Alexander Jin

    Alexander Jin

    Operations AnalystCRD 8051230

  • Marco Missano

    Marco Missano

    TreasuryCRD 6078286

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth