First Ballantyne, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
125393
Registered since
May 20, 2003

Firm profile

FINTRX

Overview

First Ballantyne, LLC is organized as a limited liability company and is reported as individually owned. The firm's FINTRX profile does not list a client demographic, fee model, advisory specialties, or business activities. It is identified as unclassified in the snapshot data, is not designated a capital allocator, does not market itself as an ESG investor, and is not recorded as a multi-state or newly formed adviser. The profile also indicates the firm is not a pension consultant and is not tied to a related adviser.

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

2 of 2
  • Christopher Edwards

    CEO & Co-FounderCRD 2613607

  • John Team

    CFO & CCOCRD 4378014

Contacts

3 of 11
  • Donald Buzanowski

    Mortgage-Backed SecuritiesCRD 1051257

  • Michael Johnson

    Michael Johnson

    Director and Research AnalystCRD 2327007

  • Robert Perry

    Fixed Income SalesCRD 2398778

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
13950 Ballantyne Corporate Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth