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 organized as a limited liability company and has been registered with the SEC since 2001. Filings identify the ownership as a combination of a domestic entity and an individual and classify the firm as "Unclassified." The record shows the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not recorded as a pension consultant or a related adviser. Public disclosure for this firm does not enumerate its advisory activities, client types, or fee arrangements, so there is limited visibility into its business model or target client segments from the available data.

Assets & Accounts

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
  • CHARLES BYRGE

    CEOCRD 2415716

Contacts

3 of 3
  • Zachary Varner

    AssociateCRD 6715778

  • CHRISTOPHER DECKER

    DirectorCRD 5131978

  • ADAM LANDA

    Managing DirectorCRD 3217793

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
3100 West End Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth