Linden Thomas and Company Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
290244
Registered since
May 11, 2018

Firm profile

FINTRX

Overview

Linden Thomas and Company Securities, LLC is organized as a limited liability company and is SEC-registered (initial registration recorded in 2018). The firm is listed as owned by a domestic entity/individual and is classified in the source data as "Unclassified." Available disclosures indicate the firm does not identify as a capital allocator, is not an active ESG investor, and does not describe itself as a multi-state adviser or a pension consultant. The firm has provided no public detail about its advisory services, fee model, client segments, or specific business activities.

Assets & Accounts

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
  • Michael Segal

    Michael Segal

    Chief Operating OfficerCRD 1811436

Contacts

3 of 13
  • Nick Stockdale

    Nick Stockdale

    Registered RepresentativeCRD 5733846

  • Bryan Krakker

    Investment AdvisorCRD 4257767

  • Alexander Hill

    Alexander Hill

    Registered RepresentativeCRD 5961588

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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

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
516 N Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth