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 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
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 5CALVIN 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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