COLONIAL SECURITIES, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 3013
- Registered since
- July 1, 1973
- Website
- www.colonialsecurities.com
Firm profile
FINTRXOverview
Colonial Securities, Inc. is a corporation that has been SEC-registered since 1973. The firm is listed as individually owned and classified as "unclassified" in the FINTRX snapshot. Available records do not describe the firm's client segments, fee model, advisory services, or specific business lines. FINTRX indicates Colonial Securities, Inc. is not a capital allocator and is not identified as an active ESG investor. The firm is not flagged as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser. Beyond registration details and basic ownership status, the public profile contains very limited operational or investment information.
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
Contacts
3 of 7BIYAO FUNG
Administrative AssistantCRD 5669489
RICHARD WONG
Investment AdvisorCRD 2308477
DAVID WONG
PresidentCRD 2095703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 80 Bowery
- Time zone
- ET (UTC-5)
- Office locations
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