Columbia Capital Securities, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
146838
Registered since
August 25, 2008

Firm profile

FINTRX

Overview

Columbia Capital Securities, Inc. is organized as a corporation and is shown as having registered with the SEC in 2008. Ownership is listed as individual. The firm's classification is recorded as unclassified. Public filings indicate that Columbia Capital Securities is not a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Disclosure about the firm’s business lines, advisory services, client types, and fee models is limited in the available data; FINTRX does not supply detail on the firm’s investment strategies or client-facing activities.

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

FINTRX

Client base

Client personas

Contacts

3 of 5
  • William Morgan

    FinOpCRD 852925

  • Michael Donahue

    Michael Donahue

    Chairman & PresidentCRD 1469010

  • Kevin Pelletier

    Kevin Pelletier

    Managing DirectorCRD 2933892

Unlock 2 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

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2121 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth