Colton Alexander Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
310915
Registered since
April 19, 2021

Firm profile

FINTRX

Overview

Colton Alexander Securities LLC is a limited liability company that registered with the SEC in 2021. FINTRX characterizes ownership as involving both an individual and a domestic entity, and does not assign the firm to a standard advisory classification. The profile records that the firm is not a capital allocator, does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not designated as a pension consultant or related adviser. FINTRX does not provide details on the firm’s service mix, fee schedule, client segments, or specific advisory activities, so public-facing information about its business model and investment approach is limited.

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

Contacts

3 of 7
  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

  • Melissa Wilson

    Melissa Wilson

    FounderCRD 4060542

  • Oleh Kramarchuk

    Managing DirectorCRD 6251051

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1315 Ave Ponce De Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth