Cleansource Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
323456
Registered since
October 20, 2023

Firm profile

FINTRX

Overview

Cleansource Securities is organized as a limited liability company and identified in public filings as a domestic entity with individual ownership. The firm is classified as unclassified in the dataset and does not present itself as a capital allocator. Publicly reported attributes indicate it is not an active ESG investor, is not designated as a multi-state adviser, is not labeled a newly formed adviser, and is not described as a pension consultant or related adviser. Available records for Cleansource Securities contain very little detail about its advisory activities, fee arrangements, client segments, or investment orientation. Those items are either blank or not disclosed in the source dataset, which limits visibility into how — or whether — the entity markets advisory services or deploys client capital.

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

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Client base

Client personas

Contacts

2 of 2
  • Shannon Smith

    Shannon Smith

    Managing DirectorCRD 1738201

  • William Montgomery

    William Montgomery

    Managing DirectorCRD 2468139

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth