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 organized as a limited liability company and has been registered with the SEC since 2015. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. The record identifies the firm as not operating as a capital allocator and not positioning itself as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided data.
Assets & Accounts
Investments & Alternatives
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 1
Andrew Brusman
CEOCRD 2262089
Contacts
3 of 13
Paul 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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