CHARLES TOWNE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
DANIEL ISLAND, South Carolina
CRD number
172278
Registered since
September 8, 2015

Firm profile

FINTRX

Overview

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

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
  • ANDREW BRUSMAN

    CEOCRD 2262089

Contacts

3 of 14
  • PAUL EBERT

    FinOpCRD 1121231

  • Daniel Griesemer

    Investment Banking RepresentativeCRD 7851969

  • Jonathan Schecter

    MD, InvestmentsCRD 8082592

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth