Mckenzie Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
310913
Registered since
June 25, 2021

Firm profile

FINTRX

Overview

Mckenzie Securities LLC is a limited liability company that registered with the SEC in 2021. Filings identify the owner type as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the available data. The firm has not reported specifics about its client base, advisory or business activities, or affiliations in the provided dataset. Regulatory flags in the snapshot show that Mckenzie Securities is not designated as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not listed as a related adviser. It is also not identified as a multi-state or newly formed adviser in the source summary.

Assets & Accounts

Investments & Alternatives

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 5
  • Alpheus McKenzie Hertell

    Alpheus McKenzie Hertell

    Founder & PrincipalCRD 4978393

  • Angela Fiala

    FinOpCRD 5163386

  • David Millan Velez

    David Millan Velez

    Registered RepresentativeCRD 2912662

Unlock 2 more contacts →

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
B7 Calle Tabonuco
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth