First Ballantyne, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 125393
- Registered since
- May 20, 2003
- Website
- firstballantyne.com
Firm profile
FINTRXOverview
First Ballantyne, LLC is organized as a limited liability company and is recorded as SEC-registered since 2003. The ownership is listed as individual rather than institutional or corporate, and the firm is categorized as "Unclassified" in FINTRX's snapshot. The profile in the dataset indicates the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available FINTRX fields for this entity do not specify its advisory services, investment philosophy, client segments, or fee structure. That limited disclosure in the source material makes it difficult to characterize the firm’s product mix or typical client profile beyond its legal form and registration vintage.
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
Owners & executives
2 of 2Christopher Edwards
CEO & Co-FounderCRD 2613607
John Team
CFO & CCOCRD 4378014
Contacts
3 of 10
Michael Gilboy
Municipal TraderCRD 4775480
Robert Perry
Fixed Income SalesCRD 2398778
Scott Simons
TraderCRD 4590163
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
- 13950 Ballantyne Corporate Pl
- Time zone
- ET (UTC-5)
- Office locations
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