Coinzoom Securities, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 167337
- Registered since
- February 14, 2014
Firm profile
FINTRXOverview
Coinzoom Securities, LLC is a limited liability company that registered with the SEC in 2014. The firm is recorded as an unclassified entity with ownership described as a combination of a domestic entity and an individual. The snapshot indicates limited disclosure about its business model: fields for client base, fee structure, business activities and advisory activities are blank in the public snapshot. The profile notes several negative flags for certain adviser attributes: Coinzoom Securities is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not a pension consultant or related adviser. The firm has not provided additional detail about its affiliations or operating activities in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Todd Crosland
Founder and CEOCRD 6182205
Contacts
2 of 2
Cade Powers
Finance OperationsCRD 7606323

Derek Rolfe
Financial AnalystCRD 8108949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 4640 Holliday Village Plz
- Time zone
- MT (UTC-7)
- Office locations
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