Susquehanna Financial Group, Lllp

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
223
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 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

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

2 of 2
  • Nicholas Wood

    Co-Head & CIOCRD 2626078

  • 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