Charles Towne Securities, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Daniel Island, South Carolina
CRD number
172278
Registered since
September 8, 2015

Firm profile

FINTRX

Overview

Charles Towne Securities, LLC is organized as a limited liability company and is classified in the data as an investment bank. The record shows SEC registration in 2015 and identifies the owner type as a domestic entity and individual ownership. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not described as a pension consultant or as a multi-state adviser. The dataset does not provide detail on the firm's business lines, advisory activities, client segments, or fee model.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Andrew Brusman

    Andrew Brusman

    CEOCRD 2262089

Contacts

3 of 13
  • Paul Ebert

    Paul Ebert

    FinOpCRD 1121231

  • Daniel Griesemer

    Daniel Griesemer

    Investment Banking RepresentativeCRD 7851969

  • Jonathan Schecter

    Jonathan Schecter

    MD, InvestmentsCRD 8082592

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Daniel Island, SC

Berkeley

Location

Daniel Island, SC

Headquartered in Daniel Island, SC, in the South of the United States.

Region
South
County
Berkeley
Address
123 Island Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth