Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994

Total AUM

—

Advisory reps

222

Avg account

$0

Firm details

Headquarters: Bala Cynwyd, Pennsylvania
CRD number: 35865
Registered since: July 15, 1994
Website: sig.com

Firm profile

FINTRX

Overview

Susquehanna Financial Group, Lllp is an SEC-registered investment entity first registered in 1994. The firm is listed under a nonstandard legal formation and its ownership is shown as a combination of a domestic entity and individual owners. Regulatory metadata marks the firm’s classification as unclassified and indicates it is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser. Several standard fields — client base, fee structure and specific advisory activities — are not documented in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Joseph Sellitto
Chief Executive OfficerCRD 1408978

Contacts

3 of 221

Claire Charlton
Sales and Trading AnalystCRD 8154815
Shameer Punillath
Software DeveloperCRD 8034593
Cole Dirnbeck
Operations AnalystCRD 8102779

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)	BlackRock	Passive	Latin America Stock	$9.2M	410,656	100.00%

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 401 E City Ave
Time zone: ET (UTC-5)
Office locations

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