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 SEC-registered since 2008. The firm is owner-operated (individual owner) and is classified in the dataset as "Unclassified." Recorded attributes indicate the firm does not act as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, is not identified as a pension consultant, and is not listed as a related adviser.

Assets & Accounts

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

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Client base

Client personas

Contacts

3 of 5
  • William Morgan

    FinOpCRD 852925

  • Michael Donahue

    Michael Donahue

    Chairman & PresidentCRD 1469010

  • Robert Levy

    Robert Levy

    Managing DirectorCRD 6981996

Unlock 2 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

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