THE STAGWELL GROUP LLC
Firm details
- Headquarters
- MIAMI BEACH, Florida
- CRD number
- 175350
- Registered since
- July 8, 2025
- Website
- stagwellgroup.com
Firm profile
FINTRXOverview
The Stagwell Group LLC is organized as a limited liability company and is owned by an individual. The firm became SEC-registered in 2025 and is classified in the data as unclassified rather than under a standard RIA subclass. It does not operate as a capital allocator, is not identified as an active ESG investor, and is not registered as a multistate adviser. Several typical firm-level fields (client mix, fee structure, advisory activities) are not provided in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2JASON REID
Chief Investment OfficerCRD 4660506
JOSEPH GULOTTA
Chief Financial OfficerCRD 6838180
Contacts
1 of 1MARK PENN
President & Managing PartnerCRD 6463463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI BEACH, FL
MIAMI DADE
Location
MIAMI BEACH, FL
Headquartered in MIAMI BEACH, 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
- MIAMI DADE
- Address
- 1674 Meridian Ave
- Time zone
- ET (UTC-5)
- Office locations
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