Dragonfly Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Mount Pleasant, South Carolina
CRD number
125199
Registered since
July 11, 2003

Firm profile

FINTRX

Overview

Dragonfly Capital Partners, LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2003. The firm is classified in the source data as an investment bank and is listed as having both a domestic-entity and individual ownership structure. The profile data indicates it is not positioned as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. The submission contains no detail about fee arrangements, client segments, or specific advisory or brokerage activities.

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

Contacts

3 of 5
  • Randall Snyder

    Investment ConsultantCRD 2313226

  • Donald Millen

    Donald Millen

    PresidentCRD 3109616

  • Rene Usher

    Rene Usher

    Executive Vice PresidentCRD 2433659

Unlock 2 more contacts

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
694 Pawley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth