Mckenzie Securities LLC

Broker-DealerFINRA Member
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Wealth teams

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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