CUATRO CAPITAL SECURITIES LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
328082
Registered since
July 24, 2024

Firm profile

FINTRX

Overview

Cuatro Capital Securities LLC is organized as a limited liability company and registered with the SEC in 2024. Public records identify the owner type as a combination of a domestic entity and an individual. The firm's classification is listed as "Unclassified," and the profile provides minimal detail about its business model, client segments, fee arrangements, or specific advisory activities. Registry flags in the source indicate Cuatro Capital Securities is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset also marks "Newly Formed Adviser" as No, despite the recent SEC registration year shown.

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

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Client base

Client personas

Contacts

3 of 11
  • ANDREA LAMARI

    Registered RepresentativeCRD 6359352

  • BRENNAN NACOL

    CRD 4587124

  • Christopher Belew

    General PartnerCRD 6961894

Unlock 8 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

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
1959 Calle Loiza
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth