CONFIGURE PARTNERS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
165594
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

Configure Partners Securities, LLC is organized as a limited liability company and is classified in available records as an investment bank. The firm is SEC-registered since 2014 and is owned by a combination of a domestic entity and an individual. Its public profile does not present it as a capital allocator or as an active ESG investor. Regulatory-designation fields in the record indicate Configure Partners Securities is not registered as a multi-state adviser, is not identified as a pension consultant, and does not appear as a related adviser to another registered entity. Those attributes, together with the limited operational detail disclosed, are consistent with a firm focused on transactional or intermediary activities rather than retail or institutional asset management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 33
  • Ella Ward

    Vice PresidentCRD 7637385

  • Rory Keenan

    Managing DirectorCRD 2740153

  • MARK BIRKETT

    Managing DirectorCRD 5437328

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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

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3344 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth