COLUMBIA CAPITAL SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
146838
Registered since
August 25, 2008

Firm profile

FINTRX

Overview

Columbia Capital Securities, Inc. is a corporation that registered with the SEC in 2008 and is individually owned. Public filings classify the firm as “unclassified,” and it does not identify itself as a capital allocator. The firm does not self-report activity as an ESG investor, is not designated a multi-state adviser, and does not indicate pension consulting, related-adviser status, or that it is newly formed. There is no description of business lines, client segments, fee models, or advisory activities in the available data. FINTRX records do not include narrative detail on investment strategy, target markets, or service offerings for the firm.

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
  • WILLIAM MORGAN

    FinOpCRD 852925

  • MICHAEL DONAHUE

    Chairman & PresidentCRD 1469010

  • Robert Levy

    Managing DirectorCRD 6981996

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth