Cassel Salpeter & Co, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
153522
Registered since
September 17, 2010

Firm profile

FINTRX

Overview

Cassel Salpeter & Co, LLC is registered as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm appears on SEC records with a registration year of 2010 and is listed as having domestic entity and individual ownership. According to the available profile flags, the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not reported as a pension consultant or related adviser. The dataset does not include detailed descriptions of the firm’s advisory or business activities, client segments, or investment strategies.

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

Contacts

3 of 13
  • Joseph Smith

    Joseph Smith

    DirectorCRD 1018196

  • Margery Fischbein

    Margery Fischbein

    Managing DirectorCRD 1293566

  • Ira Leiderman

    Ira Leiderman

    Managing DirectorCRD 2724122

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
3250 Mary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth