S2K Financial LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
248786
Registered since
March 31, 2016

Firm profile

FINTRX

Overview

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

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

3 of 5
  • Calvin Persaud

    Calvin Persaud

    Chief Compliance OfficerCRD 3261683

  • Steven Kantor

    Steven Kantor

    Chief Executive OfficerCRD 1304537

  • Mary Malanoski

    Mary Malanoski

    Chief Financial OfficerCRD 731794

Unlock 2 more executives

Contacts

2 of 2
  • Stacie Doyle

    Managing DirectorCRD 2299748

  • Jonathan Terzi

    Jonathan Terzi

    PartnerCRD 3108195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth