Pantek Securities LLC

Broker-DealerFINRA Member
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 under individual ownership and is recorded in the dataset as an unclassified advisory entity. The firm does not appear to act as a capital allocator and is not identified as an active ESG investor. Other firm-level designations in the record indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The dataset contains no descriptive detail about the firm’s advisory services, fee model, client segments, or day-to-day business activities.

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

Owners & executives

1 of 1
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

Contacts

3 of 4
  • John Bell

    John Bell

    Managing Director, FounderCRD 4106566

  • Galen Berkowitz

    Galen Berkowitz

    DirectorCRD 7326863

  • Rex Wempen

    Rex Wempen

    Managing DirectorCRD 3233889

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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