Colton Alexander Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
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 registered as a limited liability company and became an SEC-registered adviser in 2021. Ownership is listed under a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data and several functional tags are negative: it is not designated as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Beyond registration details and those status flags, the firm has not provided information about its advisory services, fee schedules, client types, or specific business activities to the source dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Juan Frontera

    Juan Frontera

    Financial AnalystCRD 8307573

  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

  • Oleh Kramarchuk

    Managing DirectorCRD 6251051

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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