Pariter Securities, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
127836
Registered since
December 3, 2003

Firm profile

FINTRX

Overview

Pariter Securities, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is held by an individual owner and is classified in the data as "unclassified." The record indicates it does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor as a pension consultant or related adviser. The firm has not provided public detail on its client segments, fee schedule, advisory activities, or broader business lines.

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

2 of 2
  • Eduardo Sotomayor Alamo

    Eduardo Sotomayor Alamo

    Chief Compliance OfficerCRD 4479048

  • Marcos Velez Green

    Marcos Velez Green

    Chief Financial OfficerCRD 6841122

Contacts

3 of 4
  • Richard Kearns

    Registered RepresentativeCRD 4429679

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Braulio Nieves Roman

    Braulio Nieves Roman

    Investment AdvisorCRD 4314517

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

San Juan-Bayam_n, PR

Location

Guaynabo, PR

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

Metro area
San Juan-Bayam_n, PR
Address
243 2
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth