Mckenzie Securities LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 310913
- Registered since
- June 25, 2021
- Website
- www.mckenzieaa.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Alpheus McKenzie Hertell
Founder & PrincipalCRD 4978393
Angela Fiala
FinOpCRD 5163386

David Millan Velez
Registered RepresentativeCRD 2912662
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
- B7 Calle Tabonuco
- Office locations
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