Cuatro Capital Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
328082
Registered since
July 24, 2024

Firm profile

FINTRX

Overview

Cuatro Capital Securities LLC is organized as a limited liability company and is listed as SEC-registered in 2024. Ownership is attributed to a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and flags it as not being a capital allocator, not an active ESG investor, and not a pension consultant or related adviser. The dataset includes few operational details: client base, fee structure, business activities and advisory activities are not populated in the source record. Several adviser-status flags are set to No (multi-state adviser: No; newly formed adviser: No), which should be weighed alongside other items below when assessing the firm's current footprint.

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 10
  • Andrea Lamari

    Andrea Lamari

    Registered RepresentativeCRD 6359352

  • Brennan Nacol

    Brennan Nacol

    CRD 4587124

  • Christopher Belew

    Christopher Belew

    General PartnerCRD 6961894

Unlock 7 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
1959 Calle Loiza
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth