Cleansource Securities
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 323456
- Registered since
- October 20, 2023
Firm profile
FINTRXOverview
Cleansource Securities is organized as a limited liability company and is listed as having registered with the SEC in 2023. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not designated as a related adviser.
Assets & Accounts
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
Contacts
2 of 2
William Montgomery
Managing DirectorCRD 2468139
Shannon Smith
Managing DirectorCRD 1738201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 1942 E 7th St
- Time zone
- ET (UTC-5)
- Office locations
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