CHARLES TOWNE SECURITIES, LLC
Firm details
- Headquarters
- DANIEL ISLAND, South Carolina
- CRD number
- 172278
- Registered since
- September 8, 2015
- Website
- cth-advisors.com
Firm profile
FINTRXOverview
Charles Towne Securities, LLC is a limited liability company registered with the SEC in 2015 and classified in FINTRX as an investment bank rather than a traditional registered investment adviser. Ownership is recorded as a mix of a domestic entity and individual owners. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available snapshot. The FINTRX record does not list a client base, fee structure, or specific advisory and business activities, so public-facing details about its client focus or product mix are not provided. Given its investment bank classification, its core activities may be oriented toward capital markets and execution services rather than discretionary wealth management, but that interpretation cannot be confirmed from the provided data.
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
Owners & executives
1 of 1ANDREW BRUSMAN
CEOCRD 2262089
Contacts
3 of 14PAUL EBERT
FinOpCRD 1121231
Daniel Griesemer
Investment Banking RepresentativeCRD 7851969
Jonathan Schecter
MD, InvestmentsCRD 8082592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DANIEL ISLAND, SC
BERKELEY
Location
DANIEL ISLAND, SC
Headquartered in DANIEL ISLAND, SC, in the South of the United States.
- Region
- South
- County
- BERKELEY
- Address
- 123 Island Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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