PANTEK SECURITIES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
302091
Registered since
August 14, 2020

Firm profile

FINTRX

Overview

Pantek Securities LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 2020. FINTRX classifies the firm as unclassified and identifies it as individually owned. The firm is not designated as a capital allocator and is not characterized as a related adviser or pension consultant. FINTRX also indicates the firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. The source does not provide descriptions of the firm’s advisory activities, client base, or specific business lines, so there is no publicly reported information in FINTRX about its investment approach, product lineup, or the client segments it serves.

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
  • Galen Berkowitz

    Senior AssociateCRD 7326863

  • JOHN BELL

    Managing Director, FounderCRD 4106566

  • EDWARD SAMSON

    CRD 2041321

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
954 Ave Ponce de Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth