Mckenzie Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
310913
Registered since
June 25, 2021

Firm profile

FINTRX

Overview

Mckenzie Securities LLC is a limited liability company that registered as an SEC‑reporting adviser in 2021. Public filings identify the owner type as a mix of a domestic entity and an individual and classify the firm as “unclassified.” The firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi‑state adviser. There is limited public disclosure about the firm’s advisory activities, fee schedules, or client segments in the dataset provided.

Assets & Accounts

Investments & Alternatives

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 5
  • Alpheus McKenzie Hertell

    Alpheus McKenzie Hertell

    Founder & PrincipalCRD 4978393

  • Angela Fiala

    FinOpCRD 5163386

  • David Millan Velez

    David Millan Velez

    Registered RepresentativeCRD 2912662

Unlock 2 more contacts

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth