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 organized as a limited liability company and is recorded as SEC-registered in 2021. The firm's ownership is reported as a mix of a domestic entity and an individual. The dataset classifies the adviser as "Unclassified" and indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated a multi-state adviser. The record also flags that the firm is not a pension consultant and is not a related adviser. Public disclosures from the firm are minimal: the firm did not supply details on its business activities, advisory services, fee structure, target client segments, or investment preferences in the provided dataset.

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

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