Colonnade Securities LLC
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 144771
- Registered since
- October 11, 2007
- Website
- coladv.com
Firm profile
FINTRXOverview
Colonnade Securities LLC is organized as a limited liability company and is cataloged as an investment bank. The firm has been SEC-registered since 2007 and is owned by a combination of a domestic entity and an individual. Public indicators frame Colonnade Securities as a deal- and advisory-oriented organization rather than a traditional asset manager or wealth manager. Filings and the available snapshot show the firm does not function as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It also does not list pension consulting or related-adviser roles. The firm maintains a small physical footprint with two office locations in two different states. The dataset does not include client counts or AUM figures tied to investment-management activity, consistent with its classification as an investment bank rather than a discretionary manager.
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
Gina Cocking
CEO and Managing DirectorCRD 2937883
Contacts
3 of 4
John Collins
AnalystCRD 7235231

Derek Spies
Senior Vice PresidentCRD 7399519

Willard Bunn
Senior AdvisorCRD 2616131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 600 Cleveland St
- Time zone
- ET (UTC-5)
- Office locations
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