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 organized as a limited liability company and is recorded as an SEC-registered adviser since 2021. FINTRX classifies the firm as "unclassified" and lists its owner type as a mix of a domestic entity and an individual. The firm's profile indicates it is not a capital allocator, not an active ESG investor, not a pension consultant, and not designated as a related adviser. It is also identified as not being a multi-state adviser in the registration metadata. The dataset does not include descriptions of the firm's advisory or business activities, client types, fee schedule, or investment preferences. Where registration flags are present, they suggest a small, narrowly defined operational footprint rather than a substantive public track record of asset management or portfolio construction.

Assets & Accounts

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
  • Angela Fiala

    FinOpCRD 5163386

  • Javier Bayon Torres

    Javier Bayon Torres

    Co-Founder and Managing MemberCRD 8171549

  • David Millan Velez

    David Millan Velez

    Registered RepresentativeCRD 2912662

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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