Fountainplace Securities Partners LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
318824
Registered since
July 21, 2022

Firm profile

FINTRX

Overview

Fountainplace Securities Partners LLC is organized as a limited liability company and appears in FINTRX records as having registered with the SEC in 2022. The registry classifies ownership as a mix of a domestic entity and an individual. Several registry flags indicate limited scope in the public record: the firm is not identified as a capital allocator, it is not an active ESG investor, it is not designated a multi-state adviser, and it is not listed as a related adviser or pension consultant. FINTRX does not provide descriptions of the firm’s advisory activities, client mix, or fee schedule.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Jefferson Ellington

    Chief Executive OfficerCRD 6665235

Contacts

1 of 1
  • Angela Fiala

    FinOpCRD 5163386

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

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
2312 Gaddy Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth