Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994

Total AUM

—

Advisory reps

224

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 investment adviser dating to 1994 and is organized under an “other” legal formation. Public filings characterize the firm as unclassified and list ownership as a combination of a domestic entity and an individual. The regulatory profile identifies the firm as not functioning as a capital allocator, not taking an active ESG stance, not registered as a multi-state adviser, and not serving as a pension consultant. The firm has not provided disclosed detail on client types, fee schedules, or the scope of advisory activities in the source record.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Nicholas Wood
Co-Head & CIOCRD 2626078
Joseph Sellitto
Chief Executive OfficerCRD 1408978

Contacts

3 of 222

Claire Charlton
Sales and Trading AnalystCRD 8154815
Shameer Punillath
Software DeveloperCRD 8034593
Cole Dirnbeck
Operations AnalystCRD 8102779

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

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%

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

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