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 is SEC-registered since 2017. Ownership is reported as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot. The snapshot supplies only a narrow set of administrative flags: Poinsett Securities is not identified as a capital allocator, does not report activity as an ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. The firm did not provide descriptive material about its investment strategy, target client segments, fee schedules, business lines, or advisory services in the disclosed data.

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

    CEOCRD 2090782

Contacts

2 of 2
  • LUCAS BOYD

    Registered RepresentativeCRD 5199143

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth