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CRD#: 301996
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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

SNOWBRIDGE SECURITIES LLC is located at 3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 and was first established at Florida, Delaware in 08/25/2021. After operating for 4 years, SNOWBRIDGE SECURITIES 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 SNOWBRIDGE SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. SNOWBRIDGE SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SNOWBRIDGE SECURITIES 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 SNOWBRIDGE SECURITIES 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 SNOWBRIDGE SECURITIES 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 SNOWBRIDGE SECURITIES LLC Comes From

Understanding the Statistics for SNOWBRIDGE SECURITIES 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
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410
Mailing Address
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410
Firm Size
Small
Phone Number
(212) 433-3904
Established
Delaware since 08/25/2021
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SNOWBRIDGE HOLDINGS LLCOWNER
PRINCE, TRISHA ANNECCO2941980
SCHROEDER, MARK JAMESCEO1969149
SIPINICK, KATHY EFREMFINOP3248100

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Advisor's working at SNOWBRIDGE SECURITIES LLC

MS

Mark James Schroeder

RR
CRD#: 1969149
Location:
Palm Beach Gardens, FL 33410
Company:
SNOWBRIDGE SECURITIES LLC
Disclosures:
Experience:
36 years
View Profile
CS

Colleen Fleitz Sellers

Colleen Sellers Berry, Colleen Mary Fleitz, Colleen Sellers
RR
CRD#: 4748326
Location:
Palm Beach Gardens, FL 33410
Company:
SNOWBRIDGE SECURITIES LLC
Disclosures:
Experience:
12 years
View Profile
BW

Brittany Megan Wayne

Brittany M Wayne
RR
CRD#: 6505820
Location:
Palm Beach Gardens, FL 33410
Company:
SNOWBRIDGE SECURITIES LLC
Disclosures:
Experience:
10 years
View Profile
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