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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • William Morgan

    FinOpCRD 852925

  • Michael Donahue

    Michael Donahue

    Chairman & PresidentCRD 1469010

  • Robert Levy

    Robert Levy

    Managing DirectorCRD 6981996

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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