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 an SEC-registered limited liability company that first registered with the SEC in 2020. Public filings classify the adviser as "unclassified" and indicate an ownership mix that includes both a foreign entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available snapshot. The firm has not disclosed its client base, fee structure, specific advisory activities, or broader business activities in the source material, so there is limited public detail on the types of services it offers or the client segments it targets.

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
  • Mariano Pagano

    Registered RepresentativeCRD 5568046

  • Steven Singer

    FinOpCRD 2360737

  • Scott Silver

    Scott Silver

    Operations ProfessionalCRD 2290261

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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