First Ballantyne, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 125393
- Registered since
- May 20, 2003
- Website
- firstballantyne.com
Firm profile
FINTRXOverview
First Ballantyne, LLC is a limited liability company that has been registered with the SEC since 2003 and is owned by an individual. The firm’s public profile is sparse: it is classified as "unclassified" in the available snapshot and does not describe itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not disclosed its client base, fee structure, specific advisory activities, or broader business activities in the source data, which limits assessment of its market positioning or investment approach. There is no information provided about its activities or affiliations.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Christopher Edwards
CEO & Co-FounderCRD 2613607
John Team
CFO & CCOCRD 4378014
Contacts
3 of 11
Michael Gilboy
Municipal TraderCRD 4775480
Timothy Goll
AssociateCRD 5358886
Robert Perry
Fixed Income SalesCRD 2398778
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
- 13950 Ballantyne Corporate Pl
- Time zone
- ET (UTC-5)
- Office locations
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