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 year 2019). Publicly available firm attributes identify the ownership as a mix of a domestic entity and an individual and classify the business as an investment bank rather than a traditional registered investment adviser or wealth manager. The dataset flags the firm as not functioning as a capital allocator and indicates it is not an active ESG investor, not a multi-state adviser, not newly formed (per the dataset's definition), and not identified as a pension consultant or related adviser. The record supplied contains minimal operational detail: there are no described client segments, fee schedules, or line-item business/advisory activities in the available profile. That limited disclosure, together with the investment-bank classification, suggests the firm’s public filing emphasizes transactional or intermediary roles over traditional discretionary asset management, but the profile lacks specifics on services offered or target clients.

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

    Co-Founder & PartnerCRD 3162761

  • Thomas Boyle

    Thomas Boyle

    PartnerCRD 2395958

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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