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 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
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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