Colonnade Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Clearwater, Florida
CRD number
144771
Registered since
October 11, 2007
Website
coladv.com

Firm profile

FINTRX

Overview

Colonnade Securities LLC is organized as a limited liability company that operates in the capacity of an investment bank. The firm is owned by a mix of a domestic entity and an individual; publicly available data indicate it does not function as a capital allocator and does not position itself as an active ESG investor. It also does not identify as a multi-state investment adviser or a pension consultant. Available disclosures do not describe advisory or client-facing wealth management services, so the firm's public profile reads more like a private investment-banking or broker-dealer entity than a traditional registered advisory practice.

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
  • Gina Cocking

    Gina Cocking

    CEO and Managing DirectorCRD 2937883

Contacts

3 of 4
  • Willard Bunn

    Willard Bunn

    Senior AdvisorCRD 2616131

  • John Collins

    John Collins

    AnalystCRD 7235231

  • Greg Makoid

    Greg Makoid

    Vice PresidentCRD 7286836

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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