Mckenzie Securities LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 310913
- Registered since
- June 25, 2021
- Website
- www.mckenzieaa.com
Firm profile
FINTRXOverview
Mckenzie Securities LLC is organized as a domestic limited liability company with ownership listed as both a domestic entity and an individual. The firm's classification is recorded as unclassified, and available metadata indicates it does not operate as a capital allocator, is not identified as an active ESG investor, and is not designated as a pension consultant or related adviser. It is also not flagged as a multi-state or newly formed adviser. Publicly available summary-level records for the firm are sparse: there are no descriptive entries for client types, fee schedules, core business activities, or advisory services in the dataset provided. That lack of disclosure makes it difficult to characterize the firm’s target client segments, fee model, or typical service offerings from the information at hand.
Assets & Accounts
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
Contacts
3 of 5
Alpheus McKenzie Hertell
Founder & PrincipalCRD 4978393
Angela Fiala
FinOpCRD 5163386

David Millan Velez
Registered RepresentativeCRD 2912662
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
- B7 Calle Tabonuco
- Office locations
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