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 organized as a limited liability company and has been SEC-registered since 1999. The dataset classifies the firm as "Unclassified" and identifies ownership as a combination of a domestic entity and an individual. The firm is not flagged as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. There are no entries describing its advisory focus, business activities, client segments, or fee structure.
Assets & Accounts
Investments & Alternatives
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 3JONATHAN THORNTON
CFOCRD 5095799
RICHARD EHRHART
Chairman & CEOCRD 2653050
CHRISTOPHER CARLASCIO
Chief Operations OfficerCRD 4913449
Contacts
3 of 3Jessica 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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