Colton Alexander Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
310915
Registered since
April 19, 2021

Firm profile

FINTRX

Overview

Colton Alexander Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2021). The FINTRX snapshot identifies its ownership as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in the record. The profile contains only a handful of operational flags: it is not designated as a capital allocator, it is not an active ESG investor, it does not report multi-state adviser status, it is not flagged as a newly formed adviser, and it is not recorded as a pension consultant or related adviser. FINTRX does not list the firm’s fee structure, client segments, specific advisory activities or other business lines in the available record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Snider

    Matthew Snider

    Chief Investment OfficerCRD 7620918

Contacts

3 of 6
  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

  • Melissa Wilson

    Melissa Wilson

    FounderCRD 4060542

  • Oleh Kramarchuk

    Managing DirectorCRD 6251051

Unlock 3 more contacts

Wealth teams

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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

San Juan, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1315 Ave Ponce De Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth