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 has been registered with the SEC since 2016. Public filings classify the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide detail on its client segments, fee schedule, specific business or advisory activities, or investment orientation in the materials reviewed.
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
Mary Malanoski
Chief Financial OfficerCRD 731794
Steven Kantor
Chief Executive OfficerCRD 1304537
Contacts
2 of 2Jonathan Terzi
PartnerCRD 3108195
Stacie Doyle
Managing DirectorCRD 2299748
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
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