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 is registered with the SEC as an investment adviser with an effective registration year of 2022. Ownership is recorded as a combination of a domestic entity and an individual. Public regulatory descriptors list the firm’s classification as unclassified and indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm has not provided public detail about its business activities, advisory services, fee arrangements, client types, or investment approach, so there is limited visibility into how it sources mandates or structures client relationships.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth