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 since 2019. FINTRX classifies the firm as an investment bank rather than as a capital allocator or multi-state investment adviser. Ownership is recorded as a mix of a domestic entity and an individual. The available records do not show activity as an ESG-focused investor, pension consultant, or related adviser, and the firm is not presented as a multi-state advisory platform. The combination of its investment-bank classification and the absence of capital-allocation reporting suggests its primary role is likely transactional or advisory within securities markets rather than discretionary portfolio management.
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
1 of 1
Trisha Prince
Chief Compliance OfficerCRD 2941980
Contacts
3 of 9
Stephen Gregory
Managing DirectorCRD 1017887

Mona Marquardt
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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