Susquehanna Financial Group, Lllp
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 35865
- Registered since
- July 15, 1994
- Website
- sig.com
Firm profile
FINTRXOverview
Susquehanna Financial Group, Lllp is an SEC-registered advisory entity with registration dating to 1994. FINTRX classifies the firm under an atypical legal formation ("Other Types of Legal Formation") and records ownership as a mix of a domestic entity and an individual. Public-facing information about the firm's business activities, advisory scope, client base and fee structure is limited; FINTRX notes no details on affiliations or proprietary advisory services. FINTRX flags the firm as not being a capital allocator, not active on ESG integration, not a multi-state registered adviser, not a pension consultant and not listed as a related adviser. Those registry attributes should be weighed against the firm’s office footprint reported elsewhere (see Location & Offices).
Public Holdings
Investments & Alternatives
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
2 of 2Nicholas Wood
Co-Head & CIOCRD 2626078

Joseph Sellitto
Chief Executive OfficerCRD 1408978
Contacts
3 of 221
Claire Charlton
Sales and Trading AnalystCRD 8154815
Shameer Punillath
Software DeveloperCRD 8034593

Cole Dirnbeck
Operations AnalystCRD 8102779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$9.2M in ETFs
100%
$9.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL ETF (EWZ) | BlackRock | Passive | Latin America Stock | $9.2M | 410,656 | 100.00% |
Location
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
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