Snowbridge Securities LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 301996
- Registered since
- September 4, 2019
- Website
- www.snowbridgellc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
PartnerCRD 3162761

Thomas Boyle
PartnerCRD 2395958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Money Concepts Advisory Service
Broker-DealerPalm Beach Gardens, FL
GWN Securities Inc.
Broker-DealerPalm Beach Gardens, FL
Perigee Securities LP
Broker-DealerSarasota, FL
Invex, LLC
Broker-DealerCoral Gables, FL
Miura Capital, LLC
Broker-DealerMiami, FL
Newbridge Securities Corporation
Broker-DealerBoca Raton, FL