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 is listed in FINTRX as a domestic entity with individual ownership. The firm's profile in the provided data is sparse: it is not assigned to a standard adviser classification and does not identify itself as a capital allocator. The record also indicates the firm does not self-report activity as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of advisory services, fee schedules, target client segments, or investment mandates, so there is no public detail here about how the firm positions its offerings or manages client relationships.
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
Richard Ehrhart
Chairman & CEOCRD 2653050

Christopher Carlascio
Chief Operations OfficerCRD 4913449

Jonathan Thornton
CFOCRD 5095799
Contacts
3 of 3Jessica Holmes
Registered RepresentativeCRD 6007009

Michael Mcgarry
PresidentCRD 3140698

David Simpson
Vice PresidentCRD 4806293
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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