Snowbridge Securities LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
301996
Registered since
September 4, 2019

Firm profile

FINTRX

Overview

Snowbridge Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2019. FINTRX classifies the firm as an investment bank and indicates ownership by a domestic entity/individual rather than a corporate parent. The dataset flags several regulatory and operational attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not disclose specifics about the firm's client segmentation, fee schedule, or the scope of its advisory and business activities.

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

1 of 1
  • Trisha Prince

    Trisha Prince

    Chief Compliance OfficerCRD 2941980

Contacts

3 of 9
  • Stephen Gregory

    Stephen Gregory

    Managing DirectorCRD 1017887

  • Mark Schroeder

    Mark Schroeder

    Founder and Managing PartnerCRD 1969149

  • Thomas Boyle

    Thomas Boyle

    PartnerCRD 2395958

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth