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 and is SEC-registered since 2016. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in FINTRX's snapshot and is not identified as a capital allocator. Public disclosures in the FINTRX record are sparse: client types, advisory activities, fee arrangements and business lines were not provided. The firm is not marked as an active ESG investor, not a pension consultant, not a related adviser, and is not identified as a newly formed or multi-state adviser.
Assets & Accounts
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 3William Hawk
CEO & PresidentCRD 2494928
Stephanie Jackels
Chief Financial OfficerCRD 5928877

Glorimar Escudero Diaz
Executive CoordinatorCRD 3206566
Contacts
3 of 43Manlio Arena
Registered RepresentativeCRD 4087592

Lauri Friel
Registered RepresentativeCRD 4196353

Daniel Schwartz
Director of Business DevelopmentCRD 5820451
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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