Snowbridge Securities LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
301996
Registered since
September 4, 2019

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Trisha Prince

    Trisha Prince

    Chief Compliance OfficerCRD 2941980

Contacts

3 of 9
  • Stephen Gregory

    Stephen Gregory

    Managing DirectorCRD 1017887

  • Mona Marquardt

    Mona Marquardt

    PartnerCRD 3162761

  • Thomas Boyle

    Thomas Boyle

    PartnerCRD 2395958

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth