RF M&A Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
56
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 positions itself as an investment bank focused on M&A-related activity. Ownership is listed as a combination of a domestic entity and an individual. The firm does not operate as a capital allocator and is not an ESG-focused investor. It is not identified as a multi-state adviser, pension consultant, or related adviser.

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 55
  • Michael Mazhari

    Michael Mazhari

    DirectorCRD 6119937

  • Weston Staples

    Weston Staples

    AssociateCRD 6823125

  • Joel Kallett

    Joel Kallett

    Co-Founder & Managing DirectorCRD 1845290

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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