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 that registered with the SEC in 2008 and is owned by an individual. The firm's FINTRX profile classifies it as “unclassified” and does not list it as a capital allocator. The record flags several negative attributes: it is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and has no related adviser entries. FINTRX does not provide descriptions of Columbia Capital Securities’ advisory activities, business lines, fee schedules, or client segments. The absence of those disclosures in the profile limits the ability to characterize the firm’s target clients, product shelf, or investment positioning beyond the registration and ownership details above.

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 5
  • William Morgan

    FinOpCRD 852925

  • Michael Donahue

    Michael Donahue

    Chairman & PresidentCRD 1469010

  • Kevin Pelletier

    Kevin Pelletier

    Managing DirectorCRD 2933892

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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