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 is recorded as an SEC-registered adviser since 2016. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual and does not assign the firm to a specific advisory classification. The record indicates S2K Financial is not a capital allocator, is not an active ESG investor, is not multi-state, and does not operate as a pension consultant or related adviser. Available data for the firm is sparse: the record contains little operational detail about advisory activities, client segments, fee schedules, or personnel. That limited disclosure constrains the ability to profile the firm’s investment approach or service model beyond the basic organizational and regulatory attributes above.

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