Puente Servicios Financieros LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
304587
Registered since
November 30, 2020

Firm profile

FINTRX

Overview

Puente Servicios Financieros LLC is a limited liability company that registered with the SEC in 2020. Ownership is listed as a mix of a foreign entity and an individual. The firm is categorized as unclassified in the available record and does not present itself as a capital allocator. FINTRX indicates the adviser is not active on ESG mandates, is not registered as a multistate adviser, and is not listed as a related adviser or pension consultant. The firm has not supplied details on its client segments, fee schedule, core business activities, or the specific advisory services it offers. FINTRX similarly shows no disclosures about affiliations or third‑party relationships.

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
  • Gonzalo Spinedi

    Chief Executive OfficerCRD 7162503

Contacts

3 of 9
  • Yanet Alvarez-calderon

    Compliance OfficerCRD 5684543

  • Scott Silver

    Scott Silver

    Operations ProfessionalCRD 2290261

  • Guillermo Quiroga

    Guillermo Quiroga

    Head of Investment AdvisoryCRD 7599319

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth