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 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

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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
  • 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

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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