Intelligent Cross LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 288946
- Registered since
- January 17, 2018
- Website
- www.imperativex.com
Firm profile
FINTRXOverview
Intelligent Cross LLC is organized as a limited liability company. FINTRX lists ownership as a combination of a domestic entity and an individual, and categorizes the firm as "unclassified." The profile flags the firm as not serving as a capital allocator and not participating as an active ESG investor. Additional firm roles—such as multistate adviser, newly formed adviser, pension consultant, or related adviser—are all marked negative in the available record.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Scott Kursman
Chief Compliance OfficerCRD 2590327

John Palazzo
Chief Operating Officer, IntelligentCross ATSCRD 1362228
Contacts
3 of 23
Scott Graczyk
Managing DirectorCRD 1312784

Sharon Flanagan
Co-HeadCRD 2051213

Patrick Dote
Head of ResearchCRD 2590978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Westminster Research Associates LLC
Broker-DealerStamford, CT
AMG Distributors, Inc.
Broker-DealerStamford, CT
Vision Brokerage Services, LLC
Broker-DealerStamford, CT
Natwest Markets Securities Inc.
Broker-DealerStamford, CT
Cambridge International Partners LLC
Broker-DealerStamford, CT
Tourmaline Partners, LLC
Broker-DealerStamford, CT