Citadel Securities LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
616
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
116797
Registered since
April 17, 2002

Firm profile

FINTRX

Overview

Citadel Securities LLC is organized as a limited liability company and has been SEC-registered since 2002. The firm's ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the firm is marked as "unclassified" and several operating flags are set to negative: it is not identified as a capital allocator, not a related adviser, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant. The FINTRX record does not include descriptions of the firm's investment approach, target asset allocations, client segments, fee models, or day-to-day advisory and business activities. That lack of disclosure in the source limits what can be said about how the firm sources managers, constructs portfolios, or positions itself versus peer wealth management or trading businesses.

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 9
  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Kenneth Griffin

    Kenneth Griffin

    Founder and CEOCRD 1985894

  • Marc Harold

    Marc Harold

    Chief Compliance OfficerCRD 3200916

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Contacts

3 of 607
  • Margaret Ajello

    Executive AssistantCRD 6276187

  • Shannon Keirsey

    Shannon Keirsey

    Sales TraderCRD 6809585

  • Sergio Lupetin

    Head of Regulatory ReportingCRD 1221963

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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

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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