CITADEL SECURITIES INSTITUTIONAL LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
329
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
281102
Registered since
January 6, 2016

Firm profile

FINTRX

Overview

Citadel Securities Institutional LLC is recorded in FINTRX as a limited liability company that registered with the SEC in 2016. The firm’s ownership is listed as a domestic entity and individual, and its internal classification is shown as unclassified. The FINTRX profile flags a number of regulatory and business attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state adviser. It is also not recorded as a pension consultant, a related adviser, or a newly formed adviser in the dataset.

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

Owners & executives

3 of 8
  • Jane Sytsma

    CFOCRD 7821700

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • PENG ZHAO

    Chief Executive OfficerCRD 4978269

Unlock 5 more executives

Contacts

3 of 321
  • UMBERTO TABALAPPI

    Trading AssistantCRD 8058974

  • ANDREW CHIZEWER

    EquitiesCRD 7137670

  • Alexander Jin

    Operations AnalystCRD 8051230

Unlock 318 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth