TRC Markets LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
171272
Registered since
January 20, 2015

Firm profile

FINTRX

Overview

TRC Markets LLC is organized as a limited liability company and has been SEC-registered since 2015. Publicly available disclosures are sparse: the firm is classified as "unclassified" and lists its ownership as a mix of a domestic entity and an individual. On the activities side, the record indicates TRC Markets does not act as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser. It is also not flagged as a newly formed adviser, a pension consultant, or a related adviser. Specifics about its advisory services, client focus, fee schedules, or business lines were not provided in the source material.

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

3 of 6
  • Thomas Mester

    Chief Compliance OfficerCRD 2350593

  • Albert An

    Albert An

    Chief Executive OfficerCRD 2730088

  • Kenneth Wilson

    Kenneth Wilson

    Chief Executive OfficerCRD 3014927

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Contacts

3 of 27
  • Sean Concannon

    Finance DirectorCRD 5364102

  • Mark Gorton

    Mark Gorton

    Registered RepresentativeCRD 2394542

  • Suchit Reikhy

    Team ManagerCRD 5239232

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Pleasant, SC

Charleston

Location

Mount Pleasant, SC

Headquartered in Mount Pleasant, SC, in the South of the United States.

Region
South
County
Charleston
Address
111 Coleman Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth