Intelligent Cross LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 288946
- Registered since
- January 17, 2018
- Website
- www.imperativex.com
Firm profile
FINTRXOverview
Intelligent Cross LLC is organized as a limited liability company and appears on the SEC adviser register with an initial registration year of 2018. Publicly reported profile fields are sparse: the firm is classified as "Unclassified" in the source data, lists owner types as a domestic entity and an individual, and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Key operational details typically used to understand an advisory business—such as client segments, fee schedules, specific advisory activities and service offerings—were not supplied in the source material. That absence limits what can be said about the firm's target clients, service model or investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Scott Kursman
Chief Compliance OfficerCRD 2590327

John Palazzo
Chief Operating Officer, IntelligentCross ATSCRD 1362228
Contacts
3 of 23
Scott Graczyk
Managing DirectorCRD 1312784

Sharon Flanagan
Co-HeadCRD 2051213

Patrick Dote
Head of ResearchCRD 2590978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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