PANTEK SECURITIES LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 302091
- Registered since
- August 14, 2020
- Website
- panteksecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Galen Berkowitz
Senior AssociateCRD 7326863
JOHN BELL
Managing Director, FounderCRD 4106566
EDWARD SAMSON
CRD 2041321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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