Pariter Securities, LLC

Broker-DealerFINRA Member
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 under individual ownership. Publicly available FINTRX entries for the firm offer minimal operational detail: the record classifies the firm as “Unclassified,” indicates it does not act as a capital allocator, and flags that it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not provided descriptions of its advisory activities, client segments, fee schedule, or other business lines in the data set.

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

    FinOpCRD 4496384

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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