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 a limited liability company that registered with the SEC in 2019 and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not characterized as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures supplied to FINTRX are sparse. Fields for client base, fee structure, business activities and advisory activities are blank, and the firm did not provide narrative detail about its services, affiliations, or areas of investment focus.
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 1
Trisha Prince
Chief Compliance OfficerCRD 2941980
Contacts
3 of 9
Stephen Gregory
Managing DirectorCRD 1017887

Mark Schroeder
Founder and Managing PartnerCRD 1969149

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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