Cleansource Securities
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 323456
- Registered since
- October 20, 2023
Firm profile
FINTRXOverview
Cleansource Securities LLC is an SEC-registered investment adviser that appears in the dataset with a 2023 registration year. It is organized as a limited liability company and is owned by domestic entities and individuals. Publicly available entries for the firm are sparse: the dataset classifies the firm as "Unclassified" and does not provide descriptions of client segments, fee schedules, or specific advisory activities. The record also flags that the firm does not operate as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Shannon Smith
Managing DirectorCRD 1738201
William Montgomery
Managing DirectorCRD 2468139
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
- 1942 E 7th St
- Time zone
- ET (UTC-5)
- Office locations
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