FIRST SOUTHERN, LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 282756
- Registered since
- December 5, 2016
- Website
- fssec.com
Firm profile
FINTRXOverview
First Southern, LLC is a limited liability company that has been registered with the SEC since 2016. FINTRX classifies the firm as unclassified and records the owner type as both a domestic entity and an individual. The profile indicates First Southern is not a capital allocator and is not identified as an active ESG investor. The FINTRX snapshot does not list specifics on client segments, fee schedules, core business activities, or defined advisory services. Additional flags in the profile show the firm is not recorded as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered entity.
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
Owners & executives
3 of 3WILLIAM HAWK
CEO & PresidentCRD 2494928
Stephanie Jackels
Chief Financial OfficerCRD 5928877
GLORIMAR ESCUDERO DIAZ
Executive CoordinatorCRD 3206566
Contacts
3 of 42MANLIO ARENA
Registered RepresentativeCRD 4087592
DANIEL SCHWARTZ
Director of Business DevelopmentCRD 5820451
RAFAEL PAGAN MARXUACH
Managing PartnerCRD 2863850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 2 Calle Tabonuco
- Office locations
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