Citadel Securities Institutional LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
333
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 is shown as SEC-registered in 2016. The snapshot lists the owner type as a domestic entity and individual, and classifies the adviser as "unclassified." The firm’s FINTRX profile does not disclose its fee schedule, client segments, or detailed business and advisory activities. The record also indicates the firm is not a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not categorized as a newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Marc Harold

    Marc Harold

    Chief Compliance OfficerCRD 3200916

  • Nyran Ramprashad

    Nyran Ramprashad

    Chief Audit ExecutiveCRD 4761698

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Contacts

3 of 325
  • Shannon Keirsey

    Shannon Keirsey

    Sales TraderCRD 6809585

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

  • Joseph Corcoran

    Joseph Corcoran

    Senior Managing DirectorCRD 2126677

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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