First Southern, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
282756
Registered since
December 5, 2016
Website
fssec.com

Firm profile

FINTRX

Overview

First Southern, LLC is organized as a limited liability company with ownership tied to both a domestic entity and an individual. The firm is categorized in the source data as "unclassified," and available disclosures do not describe a traditional capital-allocation role—First Southern is not identified as a capital allocator. The firm has not positioned ESG as an active component of its investment approach. Several administrative flags in the source indicate a narrowly scoped adviser profile: it is not flagged as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. There is minimal public detail about its advisory activities, fee structure, client segments, or investment strategies.

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

Owners & executives

3 of 5
  • William Hawk

    CEO & PresidentCRD 2494928

  • Sharon Jones

    Sharon Jones

    Chief Compliance OfficerCRD 3124470

  • Glorimar Escudero Diaz

    Glorimar Escudero Diaz

    Executive CoordinatorCRD 3206566

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Contacts

3 of 40
  • Jorge Maldonado

    Jorge Maldonado

    Investment Adviser RepresentativeCRD 3239238

  • Vasileios Sfyris

    Managing PartnerCRD 4026992

  • Brandon Warres

    Brandon Warres

    Investment Advisor RepresentativeCRD 6926123

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
2 Calle Tabonuco
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth