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FIRM PROFILE
Overview
INTELLIGENT CROSS LLC is located at Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902 and was first established at Boston, Delaware in 11/16/2016. After operating for 9 years, INTELLIGENT CROSS 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 INTELLIGENT CROSS LLC’s clients are individuals and 0% of their clients are high net worth individuals. INTELLIGENT CROSS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INTELLIGENT CROSS 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 INTELLIGENT CROSS 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 INTELLIGENT CROSS 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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Understanding the Statistics for INTELLIGENT CROSS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Small
(212) 621-9640
Delaware since 11/16/2016
Limited Liability Company
March
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at INTELLIGENT CROSS LLC
Sharon Maureen Flanagan
Keith Alan Fortier
Michael George Sotiropoulos
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