S2K Financial LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 248786
- Registered since
- March 31, 2016
- Website
- www.s2kco.com
Firm profile
FINTRXOverview
S2K Financial LLC is organized as a limited liability company and is SEC‑registered, with registration recorded in 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the dataset. The snapshot in FINTRX flags several negative designations rather than specialty roles: S2K is not identified as a capital allocator, is not noted as an active ESG investor, does not operate as a multi‑state adviser, is not marked as newly formed, and is not listed as a pension consultant or related adviser. The dataset does not include detail on the firm’s fee model, specific business or advisory activities, or a defined client base.
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
3 of 5
Calvin Persaud
Chief Compliance OfficerCRD 3261683
Steven Kantor
Chief Executive OfficerCRD 1304537
Mary Malanoski
Chief Financial OfficerCRD 731794
Contacts
2 of 2Stacie Doyle
Managing DirectorCRD 2299748
Jonathan Terzi
PartnerCRD 3108195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 9145 Narcoossee Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Regional Investment Services, Inc.
Broker-DealerOrlando, FL
Primus Financial Services, LLC
Broker-DealerOrlando, FL
CNL Securities Corp.
Broker-DealerOrlando, FL
PLP Capital
Broker-DealerOrlando, FL
Lexington Park Capital Markets, LLC
Broker-DealerOrlando, FL
AC Sunshine Securities LLC
Broker-DealerOrlando, FL