First Southern, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
47
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 an SEC‑registered limited liability company that first registered in 2016. FINTRX classifies the firm as "Unclassified." The snapshot identifies the owner type as a mix of a domestic entity and an individual. The profile also indicates the firm does not designate itself as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory activities, fee schedule, or specific business lines.

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

Owners & executives

3 of 4
  • 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 43
  • 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

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth