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 registered with the SEC (registration date recorded as 2015) and organized as a limited liability company. FINTRX classifies the firm as an investment bank rather than as a traditional registered investment adviser or capital allocator. The record lists the ownership as a domestic entity/individual. Available data do not describe a client roster, fee arrangements, advisory programs, or business lines beyond the investment-bank classification.

Assets & Accounts

Investments & Alternatives

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

    Andrew Brusman

    CEOCRD 2262089

Contacts

3 of 14
  • Paul Ebert

    Paul Ebert

    FinOpCRD 1121231

  • Michael Sanderson

    Michael Sanderson

    PresidentCRD 410294

  • James Mcgrath

    James Mcgrath

    Managing Director, Investment BankingCRD 3218341

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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