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 that registered with the SEC in 2016. Public filings classify ownership as a mix of a domestic entity and an individual, and the firm has an undefined classification in the available snapshot. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, is not listed as a newly formed adviser, and does not report pension consulting or related-adviser status in the snapshot provided. Beyond those administrative attributes, S2K Financial LLC has supplied little public detail about its advisory mandate, client segments, or service model. The absence of descriptive information makes it difficult to characterize the firm’s positioning or investment focus from publicly available records.

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

    Chief Compliance OfficerCRD 3261683

  • STEVEN KANTOR

    Chief Executive OfficerCRD 1304537

  • MARY MALANOSKI

    Chief Financial OfficerCRD 731794

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Contacts

2 of 2
  • STACIE DOYLE

    Managing DirectorCRD 2299748

  • 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