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 (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

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
  • Galen Berkowitz

    Galen Berkowitz

    Senior AssociateCRD 7326863

  • John Bell

    John Bell

    Managing Director, FounderCRD 4106566

  • Rex Wempen

    Rex Wempen

    Managing DirectorCRD 3233889

Unlock 1 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

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