Citadel Securities Institutional LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
328
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 organized as a limited liability company and appears on SEC records with a registration year of 2016. The snapshot lists the owner type as a domestic entity/individual and classifies the firm as "unclassified." The firm's disclosures indicate it does not operate as a capital allocator and is not identified as an active ESG investor. The profile also shows the adviser is not marked as multi-state, newly formed, a pension consultant, or a related adviser. Beyond these registry attributes, the dataset provides no detail on advisory services, target clients, fee schedules, or day-to-day business activities.

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

    Jane Sytsma

    CFOCRD 7821700

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Peng Zhao

    Peng Zhao

    Chief Executive OfficerCRD 4978269

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Contacts

3 of 320
  • Umberto Tabalappi

    Umberto Tabalappi

    Trading AssistantCRD 8058974

  • Andrew Chizewer

    Andrew Chizewer

    EquitiesCRD 7137670

  • Alexander Jin

    Alexander Jin

    Operations AnalystCRD 8051230

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth