Cassel Salpeter & Co, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. The firm’s public profile contains limited disclosure about its specific services, fee arrangements, client segments, or advisory activities. The record indicates the firm does not act as a capital allocator and is not engaged as an ESG investor. Other structural designations in the source show it is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. No information about the firm’s external activities or affiliations was provided.

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