Poinsett Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Greenville, South Carolina
CRD number
175443
Registered since
October 2, 2017

Firm profile

FINTRX

Overview

Poinsett Securities, LLC is organized as a limited liability company and appears to be SEC-registered as an adviser since 2017. Ownership is described as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the source data and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided detail on its advisory or business activities, client segments, or fee arrangements in the source material, so there is no public description of its investment approach, target clientele, or service model.

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
  • John Boyd

    John Boyd

    CEOCRD 2090782

Contacts

2 of 2
  • Lucas Boyd

    Lucas Boyd

    Registered RepresentativeCRD 5199143

  • Andrew Porio

    Andrew Porio

    Vice President of Business DevelopmentCRD 2907935

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
777 Lowndes Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth