Intelligent Cross LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
24
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 is listed as an SEC-registered adviser since 2018. Ownership is recorded as a combination of a domestic entity and an individual. The firm's FINTRX profile classifies it as "unclassified" and indicates it does not operate as a capital allocator. The dataset flags that Intelligent Cross LLC is not an active ESG investor, is not registered as a multi-state adviser, is not identified as a newly formed adviser, and is not listed as a pension consultant or related adviser. FINTRX did not populate fields for the firm's fee structure, specific advisory or business activities, or client segmentation in the source data, so there are no disclosed details on target clients, service models, or how the firm positions its investment offering.

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
  • John Palazzo

    John Palazzo

    Chief Operating Officer, IntelligentCross ATSCRD 1362228

  • Scott Kursman

    Scott Kursman

    Chief Compliance OfficerCRD 2590327

Contacts

3 of 22
  • Biqiang Li

    Application Support AnalystCRD 6612318

  • Sharon Flanagan

    Sharon Flanagan

    Co-HeadCRD 2051213

  • Alec Bulkin

    Quantitative AnalystCRD 7564460

Unlock 19 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