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 SEC-registered as of 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data and is not identified as a capital allocator. It does not report active ESG investing, multi-state advisory status, pension consulting, or a related-adviser relationship. Public disclosures supplied for this profile are sparse. The firm did not provide details on its client base, fee schedules, business activities, advisory services, or affiliations, which limits visibility into its operating model and client focus.
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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