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CRD#: 146838
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

COLUMBIA CAPITAL SECURITIES, INC. is located at 2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067 and was first established at Los Angeles, California in 07/26/2007. After operating for 18 years, COLUMBIA CAPITAL SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COLUMBIA CAPITAL SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. COLUMBIA CAPITAL SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COLUMBIA CAPITAL SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COLUMBIA CAPITAL SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COLUMBIA CAPITAL SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for COLUMBIA CAPITAL SECURITIES, INC. Comes From

Understanding the Statistics for COLUMBIA CAPITAL SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067
Mailing Address
2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067
Firm Size
Small
Phone Number
(310) 883-4686
Established
California since 07/26/2007
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DONAHUE, MICHAEL DAMIANPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, CFO1469010

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Advisor's working at COLUMBIA CAPITAL SECURITIES, INC.

RL

Robert B Lathan

RR
CRD#: 7436408
Location:
Los Angeles, CA 90067
Company:
COLUMBIA CAPITAL SECURITIES, INC.
Disclosures:
Experience:
4 years
View Profile
RL

Robert Allen Levy

RR
CRD#: 6981996
Location:
Los Angeles, CA 90067
Company:
COLUMBIA CAPITAL SECURITIES, INC.
Disclosures:
Experience:
7 years
View Profile
SP

Scott Samuel Packman

RR
CRD#: 7098522
Location:
Los Angeles, CA 90067
Company:
COLUMBIA CAPITAL SECURITIES, INC.
Disclosures:
Experience:
6 years
View Profile
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