Pariter Securities, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
127836
Registered since
December 3, 2003

Firm profile

FINTRX

Overview

Pariter Securities, LLC is organized as a limited liability company and is recorded in FINTRX as having been SEC-registered since 2003. The dataset identifies the firm as individually owned and classifies it as "unclassified" for business type. The profile flags that Pariter Securities is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not supply detail on the firm’s fee schedule, client segments, or specific advisory and business activities. Those omissions limit what can be said about Pariter Securities’ go-to-market positioning or service model from the available data.

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

2 of 2
  • Eduardo Sotomayor Alamo

    Eduardo Sotomayor Alamo

    Chief Compliance OfficerCRD 4479048

  • Marcos Velez Green

    Marcos Velez Green

    Chief Financial OfficerCRD 6841122

Contacts

3 of 4
  • Braulio Nieves Roman

    Braulio Nieves Roman

    Investment AdvisorCRD 4314517

  • Francisco Rivera Fernandez

    Francisco Rivera Fernandez

    PresidentCRD 2303039

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
243 2
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth