Columbia Capital Securities, Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 146838
- Registered since
- August 25, 2008
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5William Morgan
FinOpCRD 852925

Michael Donahue
Chairman & PresidentCRD 1469010

Kevin Pelletier
Managing DirectorCRD 2933892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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