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 a limited liability company that registered with the SEC in 2022. The firm is listed as owned by a domestic entity and an individual and is categorized as unclassified in the available data. The profile indicates Fountainplace Securities Partners is not a capital allocator, does not describe itself as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm also reports that it is not a newly formed adviser. Information about the firm’s advisory activities, fee structure, and client segments was not included in the source material.

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

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

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth