Citadel Securities Institutional LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
333
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
281102
Registered since
January 6, 2016

Firm profile

FINTRX

Overview

Citadel Securities Institutional LLC is organized as a limited liability company and was registered with the SEC in 2016. Public filings and the FINTRX snapshot provide limited disclosure about its business model; the record classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The firm is not characterized as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser. The dataset does not include detail on client segments, fee schedules, specific advisory or trading activities, or product focus, so there is little public-facing information about how the firm sources or structures client mandates.

Assets & Accounts

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 8
  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Marc Harold

    Marc Harold

    Chief Compliance OfficerCRD 3200916

  • Nyran Ramprashad

    Nyran Ramprashad

    Chief Audit ExecutiveCRD 4761698

Unlock 5 more executives

Contacts

3 of 325
  • Shannon Keirsey

    Shannon Keirsey

    Sales TraderCRD 6809585

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

  • Joseph Corcoran

    Joseph Corcoran

    Senior Managing DirectorCRD 2126677

Unlock 322 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