Colonial Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 3013
- Registered since
- July 1, 1973
- Website
- www.colonialsecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Yee Wong
Stock BrokerCRD 809335
David Wong
PresidentCRD 2095703

Richard Wong
Investment AdvisorCRD 2308477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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