Colonnade Securities LLC
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 144771
- Registered since
- October 11, 2007
- Website
- coladv.com
Firm profile
FINTRXOverview
Colonnade Securities LLC is organized as a limited liability company that operates in the capacity of an investment bank. The firm is owned by a mix of a domestic entity and an individual; publicly available data indicate it does not function as a capital allocator and does not position itself as an active ESG investor. It also does not identify as a multi-state investment adviser or a pension consultant. Available disclosures do not describe advisory or client-facing wealth management services, so the firm's public profile reads more like a private investment-banking or broker-dealer entity than a traditional registered advisory practice.
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
Owners & executives
1 of 1
Gina Cocking
CEO and Managing DirectorCRD 2937883
Contacts
3 of 4
Willard Bunn
Senior AdvisorCRD 2616131

John Collins
AnalystCRD 7235231

Greg Makoid
Vice PresidentCRD 7286836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 600 Cleveland St
- Time zone
- ET (UTC-5)
- Office locations
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