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 registered with the SEC and organized as a limited liability company; its SEC registration dates to 2016. FINTRX classifies ownership as a combination of a domestic entity and an individual rather than a pure institutional or sole-proprietor structure. The record does not include a stated business line, client segments, or defined advisory activities, so the firm's core service mix is not described in the available dataset. The firm's profile flags several negative attributes in the FINTRX snapshot: it is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not categorized as a capital allocator, pension consultant, or related adviser under the provided fields.
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
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