Charles Towne Securities, LLC

Overview

Charles Towne Securities, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank that registered with the SEC in 2015. Ownership is listed as a domestic entity and individual combination. The firm is not identified as a capital allocator, is not active on ESG investing, and is not described as a multi-state adviser, pension consultant, or related adviser in the available data. The FINTRX record does not provide detail on the firm’s client mix, fee schedule, specific business lines, or advisory activities, so it is unclear from this source whether the entity operates primarily as a broker-dealer underwriting or placement arm, or whether it performs advisory or wealth-management functions in addition to its investment-bank designation.

Assets & Accounts

Location & Offices