Puente Servicios Financieros LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
304587
Registered since
November 30, 2020

Firm profile

FINTRX

Overview

Puente Servicios Financieros LLC is a limited liability company that registered with the SEC in 2020. The ownership is identified as a combination of a foreign entity and an individual. Public-facing classification and detailed business or advisory activities were not provided; the firm is listed as "unclassified" in the available record. The profile indicates Puente is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The sparsity of disclosed operating details suggests the firm maintains a low public footprint: core services, client types, fee schedules and explicit advisory activities were not supplied in the record provided.

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
  • Gonzalo Spinedi

    Chief Executive OfficerCRD 7162503

Contacts

3 of 9
  • Yanet Alvarez-calderon

    Compliance OfficerCRD 5684543

  • Scott Silver

    Scott Silver

    Operations ProfessionalCRD 2290261

  • Guillermo Quiroga

    Guillermo Quiroga

    Head of Investment AdvisoryCRD 7599319

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth