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 recorded as an SEC-registered adviser since 2016. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual and does not assign the firm to a specific advisory classification. The record indicates S2K Financial is not a capital allocator, is not an active ESG investor, is not multi-state, and does not operate as a pension consultant or related adviser. Available data for the firm is sparse: the record contains little operational detail about advisory activities, client segments, fee schedules, or personnel. That limited disclosure constrains the ability to profile the firm’s investment approach or service model beyond the basic organizational and regulatory attributes above.
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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