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 classified as an investment bank. The firm registered with the SEC in 2019 and is identified as being owned by a combination of a domestic entity and an individual. Available records classify the firm as not being a capital allocator and not operating as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures do not include detail on fee schedules, client segments, or specific advisory or business activities. Given the classification and the absence of reported client asset management, the firm appears to focus on investment banking or transactional/intermediary services rather than on delivering discretionary wealth management at scale.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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