Intelligent Cross LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
288946
Registered since
January 17, 2018

Firm profile

FINTRX

Overview

Intelligent Cross LLC is organized as a limited liability company and is SEC-registered (registration year 2018). Public filings and the FINTRX snapshot give a sparse profile: the firm is designated "unclassified" and its owner type is listed as both a domestic entity and an individual. The firm does not identify as an active ESG investor, is not registered as a multistate adviser, is not a pension consultant, and is not flagged as a related adviser. FINTRX does not list the firm's business activities, advisory services, client types, or fee structure. The record also indicates Intelligent Cross LLC is not a capital allocator and it is not a newly formed adviser, but beyond those regulatory-designation items there is little published information about how the firm positions itself or the markets and client segments it targets.

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

2 of 2
  • John Palazzo

    John Palazzo

    Chief Operating Officer, IntelligentCross ATSCRD 1362228

  • Scott Kursman

    Scott Kursman

    Chief Compliance OfficerCRD 2590327

Contacts

3 of 22
  • Biqiang Li

    Application Support AnalystCRD 6612318

  • Sharon Flanagan

    Sharon Flanagan

    Co-HeadCRD 2051213

  • Alec Bulkin

    Quantitative AnalystCRD 7564460

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
Soundview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth