Citadel Securities Institutional LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
338
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 is recorded as having first registered with the SEC in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification is recorded as "unclassified," and it is not identified as a capital allocator. The profile flags several negative/absence markers: it is not marked as an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Specifics about fee schedules, client segments, business activities or advisory services were not supplied in the snapshot dataset.

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

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Contacts

3 of 330
  • Shannon Keirsey

    Shannon Keirsey

    Sales TraderCRD 6809585

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

  • Joseph Corcoran

    Joseph Corcoran

    Senior Managing DirectorCRD 2126677

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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