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 SEC records with a registration year of 2022. Public data on the firm's business model is sparse: fields for client base, fee schedules, and advisory activities are not populated in the available source. The firm is listed as an unclassified entity and is identified as being owned by a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not marked as a pension consultant or 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth