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 is recorded as an SEC-registered adviser in 2024. In the dataset the firm is classified as "Unclassified" and ownership is identified as a combination of a domestic entity and an individual. The profile indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures in the source are sparse: standard operational details such as fee schedules, target client segments, specific business lines, and advisory activities are not reported in the data provided.

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 11
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • John Holman

    John Holman

    CCOCRD 1858866

  • Scott Eisner

    PrincipalCRD 6206911

Unlock 8 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