Pantek Securities LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 302091
- Registered since
- August 14, 2020
- Website
- panteksecurities.com
Firm profile
FINTRXOverview
Pantek Securities LLC is organized as a limited liability company and is SEC-registered (registration year 2020). Ownership is listed as individual, and the firm's classification in the source data is "unclassified." The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. The firm has provided minimal public detail about its client base, fee schedules, core business activities or advisory services. It is not listed as a multi-state adviser and is not reported as a pension consultant or related adviser.
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
Owners & executives
1 of 1
Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 4
Galen Berkowitz
Senior AssociateCRD 7326863

John Bell
Managing Director, FounderCRD 4106566

Rex Wempen
Managing DirectorCRD 3233889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 954 Ave Ponce De Leon
- Office locations
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