Colton Alexander Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
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 an SEC-registered limited liability company whose registration date in the dataset is 2021. The firm is listed as a domestic entity with individual ownership and is classified as "unclassified" in the source. The dataset flags the firm as not acting as a capital allocator, not an active ESG investor, and not a multi-state adviser. The firm did not provide descriptions of its advisory services, investment process, client segments, or business activities in the source material, so those operational details are not available for review.

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 5
  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

  • Oleh Kramarchuk

    Managing DirectorCRD 6251051

  • Melissa Wilson

    Melissa Wilson

    FounderCRD 4060542

Unlock 2 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
1413 Ave Ponce De Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth