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 shows an SEC registration date of 2003. Ownership is listed as individual control, and the firm’s regulatory classification is recorded as unclassified. Publicly available FINTRX data provide very limited operational detail: the firm is not identified as an active ESG investor, is not flagged as a multistate adviser, and is not designated as a capital allocator, pension consultant, newly formed adviser, or related adviser. The firm did not supply narrative descriptions of its business activities, advisory services, client segmentation, or fee structures in the FINTRX record, so there is no published profile of how it sources clients or delivers investment advice.

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