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 organized as a limited liability company and is recorded as an SEC-registered adviser since 2021. FINTRX classifies the firm as "unclassified" and lists its owner type as a mix of a domestic entity and an individual. The firm's profile indicates it is not a capital allocator, not an active ESG investor, not a pension consultant, and not designated as a related adviser. It is also identified as not being a multi-state adviser in the registration metadata. The dataset does not include descriptions of the firm's advisory or business activities, client types, fee schedule, or investment preferences. Where registration flags are present, they suggest a small, narrowly defined operational footprint rather than a substantive public track record of asset management or portfolio construction.
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
Contacts
3 of 5Angela Fiala
FinOpCRD 5163386

Javier Bayon Torres
Co-Founder and Managing MemberCRD 8171549

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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