First Southern, LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 282756
- Registered since
- December 5, 2016
- Website
- fssec.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5William Hawk
CEO & PresidentCRD 2494928

Sharon Jones
Chief Compliance OfficerCRD 3124470

Glorimar Escudero Diaz
Executive CoordinatorCRD 3206566
Contacts
3 of 40
Jorge Maldonado
Investment Adviser RepresentativeCRD 3239238
Vasileios Sfyris
Managing PartnerCRD 4026992

Brandon Warres
Investment Advisor RepresentativeCRD 6926123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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