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 and is classified as an investment bank. The firm has been SEC-registered since 2007 and lists ownership as a mix of a domestic entity and an individual. Available records indicate Colonnade Securities does not operate as a capital allocator, is not positioned as an active ESG investor, and is not identified as a multistate registered adviser or pension consultant. The firm has not supplied further detail about its business lines, advisory activities, or industry affiliations.
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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