FOUNTAINPLACE SECURITIES PARTNERS LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
318824
Registered since
July 21, 2022

Firm profile

FINTRX

Overview

Fountainplace Securities Partners LLC is organized as a limited liability company and appears in SEC records with a registration date of 2022. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "unclassified." Data flags indicate Fountainplace is not a capital allocator and is not identified as an active ESG investor. The firm is not flagged as a multistate adviser, a pension consultant, or a related adviser. The dataset does not include a breakdown of business lines, advisory services, client segments, or fee arrangements, so the firm's target client types and service model are not described in the available record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jefferson Ellington

    Chief Executive OfficerCRD 6665235

Contacts

1 of 1
  • Angela Fiala

    FinOpCRD 5163386

Wealth teams

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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

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
2312 Gaddy Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth