Harpeth Securities, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
109821
Registered since
May 24, 2001

Firm profile

FINTRX

Overview

Harpeth Securities, LLC is a limited liability company that has been registered with the SEC since 2001. The FINTRX entry lists the firm as owner type "Domestic Entity | Individual" and classifies it as Unclassified. Available records indicate the firm does not present itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Publicly reported detail about the firm's business lines is sparse in the FINTRX profile. The record does not disclose the firm's advisory activities, fee structure, client segments, or investment strategy, so those operational and client-facing attributes are not available from this dataset.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Charles Byrge

    Charles Byrge

    CEOCRD 2415716

Contacts

3 of 3
  • Zachary Varner

    Zachary Varner

    AssociateCRD 6715778

  • Christopher Decker

    Christopher Decker

    DirectorCRD 5131978

  • Adam Landa

    Adam Landa

    Managing DirectorCRD 3217793

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
1 American Center W End Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth