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 organized as a limited liability company and shows SEC registration beginning in 2014. Public records characterize the firm as "Unclassified" and list its ownership as a mix of a domestic entity and an individual. The available filings indicate the firm does not operate as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, is not marked as newly formed, and does not report pension consulting or related-adviser status. Disclosure around the firm's advisory and business activities is sparse in the source data. The record provides basic registration and classification details but does not describe investment strategies, client segments, fee models, or typical service lines.

Assets & Accounts

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

    Founder and CEOCRD 6182205

Contacts

2 of 2
  • Derek Rolfe

    Financial AnalystCRD 8108949

  • Cade Powers

    Sales AssociateCRD 7606323

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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