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 listed as SEC-registered in 2022. The firm’s ownership is described as a mix of a domestic entity and individuals. Regulatory metadata classifies the firm as "Unclassified." It is not designated as a capital allocator and does not identify itself as an active ESG investor. The record also indicates the firm is not a multistate adviser, not a pension consultant, and not a related adviser. The firm has not supplied details about its client types, fee schedules, business or advisory activities, or external affiliations. Because those core items are absent from the available record, the firm’s client focus, investment approach, and product mix cannot be determined from this dataset and will require direct inquiry or additional filings to clarify.

Location & Offices

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