Columbia Capital Securities, Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 146838
- Registered since
- August 25, 2008
Firm profile
FINTRXOverview
Columbia Capital Securities, Inc. is organized as a corporation and has been SEC-registered since 2008. Ownership is listed as individual-controlled and the firm is recorded in public data as “unclassified.” The firm does not identify itself as a capital allocator, is not active on ESG investing, and does not present itself as a multi-state adviser or a pension consultant. Public filings and the provider data do not include descriptions of the firm’s advisory activities, client segments, or fee structure.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5William Morgan
FinOpCRD 852925

Michael Donahue
Chairman & PresidentCRD 1469010

Robert Levy
Managing DirectorCRD 6981996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2121 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
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