Colonial Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
3013
Registered since
July 1, 1973

Firm profile

FINTRX

Overview

Colonial Securities, Inc. is organized as a corporation with individual ownership. The firm's FINTRX profile classifies it as unclassified and indicates it does not act as a capital allocator. The listing also flags that Colonial Securities is not active on ESG mandates, is not a multi-state adviser, is not identified as a pension consultant, and is not recorded as a related adviser or a newly formed adviser. The database entry contains minimal descriptive detail about the firm's client segments, fee models, or core advisory and business activities.

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

Contacts

3 of 8
  • Yee Wong

    Stock BrokerCRD 809335

  • David Wong

    PresidentCRD 2095703

  • Richard Wong

    Richard Wong

    Investment AdvisorCRD 2308477

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
80 Bowery
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth