Coinzoom Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
167337
Registered since
February 14, 2014

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Todd Crosland

    Todd Crosland

    Founder and CEOCRD 6182205

Contacts

2 of 2
  • Cade Powers

    Cade Powers

    Finance OperationsCRD 7606323

  • Derek Rolfe

    Derek Rolfe

    Financial AnalystCRD 8108949

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth