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 registered with the SEC (registration date shown as 2019). FINTRX classifies the firm as an investment bank rather than a capital allocator or registered investment manager. Filings indicate an ownership structure described as domestic entity and individual. The firm does not appear to function as a capital allocator and is not identified as an active ESG investor. It is not reported as a multi-state adviser, is not listed as a newly formed adviser, and is not described as a pension consultant or related adviser. Snowbridge has not provided descriptive detail to FINTRX about its client mix, fee schedules, or specific advisory 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

    Chief Compliance OfficerCRD 2941980

Contacts

3 of 9
  • STEPHEN GREGORY

    Managing DirectorCRD 1017887

  • MONA MARQUARDT

    Co-Founder & PartnerCRD 3162761

  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth