Fundamental Securities
Firm details
- Headquarters
- Weston, Florida
- CRD number
- 322182
- Registered since
- July 7, 2023
Firm profile
FINTRXOverview
Fundamental Securities is organized as a limited liability company and appears in public filings as an SEC-registered adviser since 2023. The snapshot classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The data supplied does not include specifics about the client mix, fee schedules, or the core advisory services the firm offers.
Assets & Accounts
Investments & Alternatives
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
2 of 2
Jose Santamaria
Partner, CIOCRD 4396657
Gustavo Cano
Founder & Chief Exceutive OfficerCRD 5583243
Contacts
3 of 4
Carlos Gonzalez
CCOCRD 4294205
Jessica Kaufman
ConsultantCRD 6430469
Farid Velasquez Elneser
FinOpCRD 4865394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Weston, FL
Broward
Location
Weston, FL
Headquartered in Weston, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2500 Weston Rd
- Time zone
- ET (UTC-5)
- Office locations
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