Pantek Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
302091
Registered since
August 14, 2020

Firm profile

FINTRX

Overview

Pantek Securities LLC is registered as a limited liability company and has been SEC-registered since 2020. The firm is owned by an individual and is classified in FINTRX data as “Unclassified.” Available records indicate it is not active as an ESG investor, does not identify as a capital allocator, and is not designated as a multi-state adviser, related adviser, or pension consultant. FINTRX does not list any stated business activities or advisory specialties for the firm.

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

Owners & executives

1 of 1
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

Contacts

3 of 4
  • John Bell

    John Bell

    Managing Director, FounderCRD 4106566

  • Galen Berkowitz

    Galen Berkowitz

    DirectorCRD 7326863

  • Rex Wempen

    Rex Wempen

    Managing DirectorCRD 3233889

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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

FINTRX

Location

Primary office

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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