Intelligent Cross LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
25
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 first registered with the SEC in 2018. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available dataset, and it does not appear as a capital allocator. The firm's regulatory and service attributes in the record are minimal: it is not flagged as an active ESG investor, not designated a multistate adviser, not identified as a pension consultant, and not described as a related adviser. It is also not marked as newly formed. Specifics about fee schedules, client segments, advisory activities, or business lines are not provided in the source material.

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
  • Scott Kursman

    Scott Kursman

    Chief Compliance OfficerCRD 2590327

  • John Palazzo

    John Palazzo

    Chief Operating Officer, IntelligentCross ATSCRD 1362228

Contacts

3 of 23
  • Scott Graczyk

    Scott Graczyk

    Managing DirectorCRD 1312784

  • Sharon Flanagan

    Sharon Flanagan

    Co-HeadCRD 2051213

  • Patrick Dote

    Patrick Dote

    Head of ResearchCRD 2590978

Unlock 20 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