Cuatro Capital Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
10
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 appears in the dataset as SEC-registered in 2024. Ownership is listed as a combination of a domestic entity and an individual; the firm's classification in the source is "unclassified." The snapshot flags the firm as not acting as a capital allocator and not an active ESG investor. It is not identified as a multistate adviser, pension consultant, or related adviser. The dataset contains very little detail about the firm's advisory mandate, client segments, fee schedules, or core business activities. That lack of disclosure limits what can be said about their target clients, service model, or investment process based on the current record.

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 10
  • Andrea Lamari

    Andrea Lamari

    Registered RepresentativeCRD 6359352

  • Brennan Nacol

    Brennan Nacol

    CRD 4587124

  • Christopher Belew

    Christopher Belew

    General PartnerCRD 6961894

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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