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 has been registered with the SEC since 2003. The firm is owned by an individual and is classified in the dataset as "unclassified" rather than under a common advisory subtype. Available records indicate the firm is not a multi-state adviser, is not designated as a capital allocator, and does not identify as an active ESG investor, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
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 11Donald Buzanowski
Mortgage-Backed SecuritiesCRD 1051257
Michael Johnson
Director and Research AnalystCRD 2327007
Robert Perry
Fixed Income SalesCRD 2398778
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
Similar firms
Optsecurities, LLC
Broker-DealerCharlotte, NC
First Tryon Securities, LLC
Broker-DealerCharlotte, NC
Mcduffie/Morris Financial Group, Inc.
Broker-DealerCharlotte, NC
North Inlet Advisors, LLC
Broker-DealerCharlotte, NC
Tradier Brokerage, Inc.
Broker-DealerCharlotte, NC
Equitable Distributors, LLC
Broker-DealerCharlotte, NC