S2K Financial LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 248786
- Registered since
- March 31, 2016
- Website
- www.s2kco.com
Firm profile
FINTRXOverview
S2K Financial LLC is organized as a limited liability company and is registered with the SEC (registration year 2016). The firm's ownership is recorded as a mix of a domestic entity and an individual. Publicly available descriptors classify the firm as "unclassified" and the dataset flags several negative/absence attributes: it is not listed as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset supplied minimal detail about the firm's business model. There are no entries for client types, advisory activities, fee structure, or broader business activities in the source material.
Assets & Accounts
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
3 of 5
Calvin Persaud
Chief Compliance OfficerCRD 3261683
Steven Kantor
Chief Executive OfficerCRD 1304537
Mary Malanoski
Chief Financial OfficerCRD 731794
Contacts
2 of 2Stacie Doyle
Managing DirectorCRD 2299748
Jonathan Terzi
PartnerCRD 3108195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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