Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
222
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
35865
Registered since
July 15, 1994
Website
sig.com

Firm profile

FINTRX

Overview

Susquehanna Financial Group, Lllp is an SEC-registered entity (registration year 1994) organized in an atypical legal form identified in the source data as “other.” Ownership is listed as both a domestic entity and an individual. The dataset does not provide a clear business classification or describe typical advisory activities; it also indicates the firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Joseph Sellitto

    Joseph Sellitto

    Chief Executive OfficerCRD 1408978

Contacts

3 of 221
  • Claire Charlton

    Claire Charlton

    Sales and Trading AnalystCRD 8154815

  • Shameer Punillath

    Software DeveloperCRD 8034593

  • Cole Dirnbeck

    Cole Dirnbeck

    Operations AnalystCRD 8102779

Unlock 218 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)BlackRockPassiveLatin America Stock$9.2M410,656100.00%

Location

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
401 E City Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth