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CRD#: 248786
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

S2K FINANCIAL LLC is located at 5950 Hazeltine Drive Suite 305, Orlando, FL 32822 and was first established at Florida, Delaware in 05/15/2015. After operating for 10 years, S2K FINANCIAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of S2K FINANCIAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. S2K FINANCIAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at S2K FINANCIAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access S2K FINANCIAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at S2K FINANCIAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for S2K FINANCIAL LLC Comes From

Understanding the Statistics for S2K FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
5950 Hazeltine Drive Suite 305, Orlando, FL 32822
Mailing Address
5950 Hazeltine Drive Suite 305, Orlando, FL 32822
Firm Size
Small
Phone Number
(646) 430-6745
Established
Delaware since 05/15/2015
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
S2K PARTNERS CO. LLCMANAGING MEMBER
KANTOR, STEVEN LLOYDCHIEF EXECUTIVE OFFICER, PRINCIPAL1304537
KELLY, AMY LEIGHANNCOO2561837
MALANOSKI, MARY LOUISEFINANCIAL AND OPERATIONS PRINCIPAL731794
PERSAUD, CALVIN RYANCHIEF COMPLIANCE OFFICER/AMLCO3261683

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Advisor's working at S2K FINANCIAL LLC

SD

Stacie Porto Doyle

Stacie Leigh Porto
RR
CRD#: 2299748
Location:
Orlando, FL 32822
Company:
S2K FINANCIAL LLC
Disclosures:
Experience:
7 years
View Profile
AK

Amy Leighann Kelly

Amy Truitt Kelly, Amy Leighann Truitt
RR
CRD#: 2561837
Location:
Orlando, FL 32822
Company:
S2K FINANCIAL LLC
Disclosures:
Experience:
30 years
View Profile
MS

Madison Leigh Scott

Madison Scott
RR
CRD#: 7180397
Location:
Orlando, FL 32822
Company:
S2K FINANCIAL LLC
Disclosures:
Experience:
6 years
View Profile
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