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 that registered with the SEC in 2008 and is owned by an individual. The firm's FINTRX profile classifies it as “unclassified” and does not list it as a capital allocator. The record flags several negative attributes: it is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and has no related adviser entries. FINTRX does not provide descriptions of Columbia Capital Securities’ advisory activities, business lines, fee schedules, or client segments. The absence of those disclosures in the profile limits the ability to characterize the firm’s target clients, product shelf, or investment positioning beyond the registration and ownership details above.
Assets & Accounts
Location & Offices
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

Kevin Pelletier
Managing DirectorCRD 2933892
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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