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 registered with the SEC since 2003. The firm is owned by an individual and is classified in the source data as "Unclassified," indicating it does not sit cleanly in the common adviser categories reported by FINTRX. Publicly available profile details are sparse. The firm is not identified as a capital allocator, it is not flagged as an active ESG investor, and it is not listed as a multi-state or newly formed adviser. The source also marks it as not serving as a pension consultant or as a related adviser. FINTRX does not provide descriptions of Pariter’s client segments, fee structure, or core advisory 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

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

Unlock 1 more contacts

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