Harpeth Securities, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
109821
Registered since
May 24, 2001

Firm profile

FINTRX

Overview

Harpeth Securities, LLC is organized as a limited liability company and has been SEC-registered since 2001. FINTRX classifies its ownership as involving both a domestic entity and an individual. The snapshot record lists Harpeth Securities as "Unclassified" rather than as a conventional RIA subtype, and it is not identified as a capital allocator. The firm does not appear to designate itself as an active ESG investor, and it is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX provides no descriptive information about Harpeth Securities’ client segments, fee schedules, or the specific advisory and business activities it conducts.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Charles Byrge

    Charles Byrge

    CEOCRD 2415716

Contacts

3 of 3
  • Zachary Varner

    Zachary Varner

    AssociateCRD 6715778

  • Christopher Decker

    Christopher Decker

    DirectorCRD 5131978

  • Adam Landa

    Adam Landa

    Managing DirectorCRD 3217793

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
1 American Center W End Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth