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 classified as an investment bank. The firm registered with the SEC in 2019 and is identified as being owned by a combination of a domestic entity and an individual. Available records classify the firm as not being a capital allocator and not operating as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures do not include detail on fee schedules, client segments, or specific advisory or business activities. Given the classification and the absence of reported client asset management, the firm appears to focus on investment banking or transactional/intermediary services rather than on delivering discretionary wealth management at scale.
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 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
Similar firms
Money Concepts Advisory Service
Broker-DealerPalm Beach Gardens, FL
GWN Securities Inc.
Broker-DealerPalm Beach Gardens, FL
Raymond James & Associates, Inc.
Broker-DealerSt Petersburg, FL
T Capital Funding, LLC
Broker-DealerAltamonte Spirngs, FL
Raymond James Financial Services, Inc.
Broker-DealerSt Petersburg, FL
Guzman & Company
Broker-DealerCoral Gables, FL