Tobin & Company Securities LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 137918
- Registered since
- March 28, 2006
- Website
- tobinandco.com
Firm profile
FINTRXOverview
Tobin & Company Securities LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is classified in the source data as an investment bank and is owned by a combination of a domestic entity and an individual. The snapshot indicates it does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive detail in the available data about its client segments, fee schedules, advisory services, or day-to-day business activities, which limits visibility into its operating model beyond the registration and classification metadata.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14Brion Crum
Vice PresidentCRD 2687007

Judith House
Compliance ProfessionalCRD 2262946

Justine Tobin
Founder and Managing PartnerCRD 1641345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 101 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
North Inlet Advisors, LLC
Broker-DealerCharlotte, NC
First Ballantyne, LLC
Broker-DealerCharlotte, NC
Tradier Brokerage, Inc.
Broker-DealerCharlotte, NC
Wells Fargo Securities, LLC
Broker-DealerCharlotte, NC
Allspring Funds Distributor, LLC
Broker-DealerCharlotte, NC
Barings Securities LLC
Broker-DealerCharlotte, NC