Southstate Securities Corp.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
85
Avg account
$0

Firm details

Headquarters
Germantown, Tennessee
CRD number
6950
Registered since
December 1, 1975

Firm profile

FINTRX

Overview

Southstate Securities Corp. is organized as a corporation and is classified in the snapshot data as an investment bank. The firm’s ownership is listed as a combination of a domestic entity and individual owners. Publicly available summary details about its advisory services, fee schedules, and client segments are limited in the source material; the profile information focuses more on corporate form and office footprint than on retail wealth-management offerings. The firm was included on FA Magazine’s Top RIA Firms list in 2020, indicating it has received some industry recognition despite the sparse disclosure of other operating details.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Germantown, TN

Shelby

Location

Germantown, TN

Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
6750 Poplar Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth