Place Trade Financial, Inc.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
126867
Registered since
September 15, 2003

Firm profile

FINTRX

Overview

Place Trade Financial, Inc. is organized as a corporation and is registered with the SEC, with its registration dating to 2003. FINTRX classifies the firm as "Unclassified" and lists an individual as the owner type. The record notes that the firm is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a capital allocator or related adviser. The firm has provided limited public detail about its advisory activities, client types, fee structure, or specific business lines. Because those fields are blank in the available filing, there is little on-record information to describe how the firm positions itself in the wealth management or advisory market.

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
  • Sarah Place

    Sarah Place

    CEO & CFOCRD 2367319

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
6501 New Market Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth