Snowbridge Securities LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 301996
- Registered since
- September 4, 2019
- Website
- www.snowbridgellc.com
Firm profile
FINTRXOverview
Snowbridge Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2019). Publicly available firm attributes identify the ownership as a mix of a domestic entity and an individual and classify the business as an investment bank rather than a traditional registered investment adviser or wealth manager. The dataset flags the firm as not functioning as a capital allocator and indicates it is not an active ESG investor, not a multi-state adviser, not newly formed (per the dataset's definition), and not identified as a pension consultant or related adviser. The record supplied contains minimal operational detail: there are no described client segments, fee schedules, or line-item business/advisory activities in the available profile. That limited disclosure, together with the investment-bank classification, suggests the firm’s public filing emphasizes transactional or intermediary roles over traditional discretionary asset management, but the profile lacks specifics on services offered or target clients.
Assets & Accounts
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
1 of 1Trisha Prince
Chief Compliance OfficerCRD 2941980
Contacts
3 of 9
Stephen Gregory
Managing DirectorCRD 1017887

Mona Marquardt
Co-Founder & PartnerCRD 3162761

Thomas Boyle
PartnerCRD 2395958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, 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
- Palm Beach
- Address
- 3801 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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