RF M&A SERVICES LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
55
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
154250
Registered since
January 3, 2011

Firm profile

FINTRX

Overview

RF M&A Services LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2011. Ownership is recorded as a domestic entity and individual combination. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot supplied to FINTRX does not include explicit descriptions of fee arrangements, client segments, or specific business and advisory activities, so public-facing detail on service lines beyond the investment bank classification is limited.

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
  • WILLIAM EDWARDS

    Chief Compliance OfficerCRD 4368899

Contacts

3 of 54
  • RYAN JACKSON

    Managing DirectorCRD 5380516

  • John Grimesey

    Investment Banking AssociateCRD 7754941

  • Claire Duchene

    Vice PresidentCRD 7542965

Unlock 51 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
227 W Trade St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth