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 organized as a limited liability company and is SEC-registered (initial registration recorded in 2020). FINTRX lists the firm as individually owned and classifies it as "unclassified." The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not reported details about its business activities, advisory services, client segments, or fee arrangements in the available profile.

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
  • Galen Berkowitz

    Galen Berkowitz

    Senior AssociateCRD 7326863

  • John Bell

    John Bell

    Managing Director, FounderCRD 4106566

  • Edward Samson

    Edward Samson

    CRD 2041321

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth