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 a limited liability company that appears in FINTRX as an investment bank. The firm registered with the SEC in 2019 and is indicated to have domestic entity and individual ownership. FINTRX classifies Snowbridge primarily as an investment bank rather than a capital allocator or registered multi‑state adviser; the profile also flags that it is not an active ESG investor, not a pension consultant, and not listed as a related adviser. Publicly available FINTRX data on the firm is sparse: there are no details provided about client types, fee schedules, specific advisory activities, or business lines beyond the investment bank classification. The absence of reported managed‑asset figures and advisory descriptions is consistent with a firm that focuses on transactional or investment‑banking services rather than operating as an asset manager or wealth manager with client AUM.

Assets & Accounts

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

  • Mona Marquardt

    Mona Marquardt

    PartnerCRD 3162761

  • Thomas Boyle

    Thomas Boyle

    PartnerCRD 2395958

Unlock 6 more contacts

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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