Palafox Trading LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
131114
Registered since
September 16, 2004

Firm profile

FINTRX

Overview

Palafox Trading LLC is a limited liability company that registered with the SEC in 2004. The firm is listed in the data source as "unclassified" and is described as having both a domestic entity and an individual listed under owner type. The profile indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptions of its fee model, target client segments, or core advisory and business activities in the available record, which limits visibility into its client-facing services and investment approach.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Jane Sytsma

    Jane Sytsma

    CFOCRD 7821700

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Steven Henry

    Steven Henry

    Chief Accounting OfficerCRD 5587809

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Contacts

3 of 44
  • Marco Missano

    Marco Missano

    TreasuryCRD 6078286

  • Thomas Sweeney

    TraderCRD 7128879

  • Lakshmi Sreekumar

    Lakshmi Sreekumar

    Operations ManagerCRD 6180537

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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