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 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
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 1Trisha Prince
Chief Compliance OfficerCRD 2941980
Contacts
3 of 9STEPHEN GREGORY
Managing DirectorCRD 1017887
MONA MARQUARDT
Co-Founder & 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
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