S2K Financial LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
248786
Registered since
March 31, 2016

Firm profile

FINTRX

Overview

S2K Financial LLC is organized as a limited liability company and has been registered with the SEC since 2016. Public filings classify the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide detail on its client segments, fee schedule, specific business or advisory activities, or investment orientation in the materials reviewed.

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 5
  • Calvin Persaud

    Calvin Persaud

    Chief Compliance OfficerCRD 3261683

  • Mary Malanoski

    Mary Malanoski

    Chief Financial OfficerCRD 731794

  • Steven Kantor

    Steven Kantor

    Chief Executive OfficerCRD 1304537

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Contacts

2 of 2
  • Jonathan Terzi

    Jonathan Terzi

    PartnerCRD 3108195

  • Stacie Doyle

    Managing DirectorCRD 2299748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
9145 Narcoossee Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth