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 identified in public filings as a domestic entity with individual ownership. The firm is classified as unclassified in the dataset and does not present itself as a capital allocator. Publicly reported attributes indicate it is not an active ESG investor, is not designated as a multi-state adviser, is not labeled a newly formed adviser, and is not described as a pension consultant or related adviser. Available records for Cleansource Securities contain very little detail about its advisory activities, fee arrangements, client segments, or investment orientation. Those items are either blank or not disclosed in the source dataset, which limits visibility into how — or whether — the entity markets advisory services or deploys client capital.
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
Shannon Smith
Managing DirectorCRD 1738201

William Montgomery
Managing DirectorCRD 2468139
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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