Optsecurities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 47529
- Registered since
- November 19, 1999
- Website
- optcapital.com
Firm profile
FINTRXOverview
Optsecurities, LLC is a limited liability company that has been SEC-registered since 1999. FINTRX classifies the firm as Unclassified and lists its ownership as a combination of a domestic entity and an individual. The snapshot indicates Optsecurities does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm has provided little public detail about its core advisory services, fee structure, or target client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jonathan Thornton
CFOCRD 5095799
Richard Ehrhart
Chairman & CEOCRD 2653050
Christopher Carlascio
Chief Operations OfficerCRD 4913449
Contacts
3 of 3
Jessica Holmes
Registered RepresentativeCRD 6007009
David Simpson
Vice PresidentCRD 4806293
Michael Mcgarry
PresidentCRD 3140698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 200 S College St
- Time zone
- ET (UTC-5)
- Office locations
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