Colonnade Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Clearwater, Florida
CRD number
144771
Registered since
October 11, 2007
Website
coladv.com

Firm profile

FINTRX

Overview

Colonnade Securities LLC is registered as a limited liability company and classified in the dataset as an investment bank. The FINTRX entry records its SEC registration year as 2007 and identifies the owner type as a domestic entity/individual. The profile contains no entries for advisory activities, business activities, or client segments, and the firm is not flagged as a capital allocator, multi-state adviser, pension consultant, related adviser, or active ESG investor. The limited data points and the investment-bank classification suggest Colonnade Securities operates primarily on deal- or transaction-oriented activities rather than providing discretionary asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gina Cocking

    Gina Cocking

    CEO and Managing DirectorCRD 2937883

Contacts

3 of 4
  • John Collins

    John Collins

    AnalystCRD 7235231

  • Derek Spies

    Derek Spies

    Senior Vice PresidentCRD 7399519

  • Willard Bunn

    Willard Bunn

    Senior AdvisorCRD 2616131

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth