CITADEL CLEARING LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
58
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Citadel Clearing LLC is organized as a limited liability company and is registered with the SEC; its registration year is 2015. FINTRX lists the owner type as “Domestic Entity | Individual” and classifies the firm as unclassified. Publicly available FINTRX fields for client base, fee structure, business activities and advisory activities are blank, so there is little granular disclosure about the firm’s day-to-day advisory or client-facing operations in that source. The dataset also marks several operational flags: the firm is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Those designations—and the absence of reported advisory or client information in FINTRX—suggest limited public transparency about the firm’s investment advisory footprint.

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 5
  • Jane Sytsma

    CFOCRD 7821700

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • UMESH SUBRAMANIAN

    Chief Technology OfficerCRD 3278708

Unlock 2 more executives

Contacts

3 of 53
  • Alexander Jin

    Operations AnalystCRD 8051230

  • Marco Missano

    TreasuryCRD 6078286

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

Unlock 50 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth