First Tryon Securities, LLC

Broker-DealerFINRA MemberEst. 1977
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
7336
Registered since
February 2, 1977

Firm profile

FINTRX

Overview

First Tryon Securities, LLC is organized as a limited liability company and is reported as SEC-registered since 1977. FINTRX classifies the firm as "Unclassified" and identifies ownership as a combination of a domestic entity and an individual. The dataset flags the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The available records do not include stated business activities, advisory services, fee schedules, or a client profile. What is reported focuses on regulatory and structural attributes rather than investment strategy or client-facing offerings.

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

3 of 4
  • Heber Brunnemer

    Chief Finance OfficerCRD 33824

  • Margaret Carpenter

    Margaret Carpenter

    Chief Financial OfficerCRD 2042716

  • Heber Brunnemer

    Heber Brunnemer

    Chief Executive OfficerCRD 2758256

Unlock 1 more executives →

Contacts

3 of 9
  • Robert Hess

    Robert Hess

    TraderCRD 1692578

  • Erik Smith

    CD TraderCRD 2491776

  • Kenneth Kerr

    Kenneth Kerr

    DirectorCRD 2752557

Unlock 6 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
6101 Carnegie Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth