Intelligent Cross LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
288946
Registered since
January 17, 2018

Firm profile

FINTRX

Overview

Intelligent Cross LLC is organized as a limited liability company and appears on the SEC adviser register with an initial registration year of 2018. Publicly reported profile fields are sparse: the firm is classified as "Unclassified" in the source data, lists owner types as a domestic entity and an individual, and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Key operational details typically used to understand an advisory business—such as client segments, fee schedules, specific advisory activities and service offerings—were not supplied in the source material. That absence limits what can be said about the firm's target clients, service model or investment approach.

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

2 of 2
  • Scott Kursman

    Scott Kursman

    Chief Compliance OfficerCRD 2590327

  • John Palazzo

    John Palazzo

    Chief Operating Officer, IntelligentCross ATSCRD 1362228

Contacts

3 of 23
  • Scott Graczyk

    Scott Graczyk

    Managing DirectorCRD 1312784

  • Sharon Flanagan

    Sharon Flanagan

    Co-HeadCRD 2051213

  • Patrick Dote

    Patrick Dote

    Head of ResearchCRD 2590978

Unlock 20 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
Soundview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth