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

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Overview

Harpeth Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2001. Public records list the ownership as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot data and is not identified as a capital allocator. It does not appear to position itself as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser. The source record does not include descriptive detail about the firm's advisory services, target client segments, fee arrangements, or investment strategies. Those items were left blank in the provided information, so there are no publicly available specifics on how the firm sources or manages client capital.

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
  • Charles Byrge

    Charles Byrge

    CEOCRD 2415716

Contacts

3 of 3
  • Adam Landa

    Adam Landa

    Managing DirectorCRD 3217793

  • Christopher Decker

    Christopher Decker

    DirectorCRD 5131978

  • Zachary Varner

    Zachary Varner

    AssociateCRD 6715778

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth