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. Public filings classify the firm as "Unclassified" and list the owner type as a domestic entity/individual. The firm is identified in filings as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Filings do not disclose the firm's advisory activities, client segments, or fee structure, leaving the public profile sparse.

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
  • Matthew Snider

    Matthew Snider

    Chief Investment OfficerCRD 7620918

Contacts

3 of 6
  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

  • Melissa Wilson

    Melissa Wilson

    FounderCRD 4060542

  • Oleh Kramarchuk

    Managing DirectorCRD 6251051

Unlock 3 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth