Charles Towne Securities, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in public records as an investment bank. Ownership is reported as a combination of a domestic entity and an individual. The firm's snapshot does not enumerate a client segment, fee schedule, or specific advisory offerings. The classification as an investment bank generally indicates a focus on capital-markets and brokerage-type activities rather than on delivering traditional advisory solutions. The firm is not identified as a pension consultant, a multi-state adviser, or a related adviser.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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