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 limited liability company and is recorded as having registered with the SEC in 2021. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The dataset flags the firm as not being a capital allocator and not an active ESG investor; it also indicates the firm is not a pension consultant, not a related adviser, and is not identified as a multi-state adviser. The firm has provided very limited public detail about its advisory mandate, client types, fee arrangements or specific business and advisory activities. Those operational and client-facing specifics are not included in the FINTRX entry.
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 5Angela Fiala
FinOpCRD 5163386

Javier Bayon Torres
Co-Founder and Managing MemberCRD 8171549

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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