Optsecurities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
47529
Registered since
November 19, 1999

Firm profile

FINTRX

Overview

Optsecurities, LLC is organized as a limited liability company and is listed in FINTRX as a domestic entity with individual ownership. The firm's profile in the provided data is sparse: it is not assigned to a standard adviser classification and does not identify itself as a capital allocator. The record also indicates the firm does not self-report activity as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of advisory services, fee schedules, target client segments, or investment mandates, so there is no public detail here about how the firm positions its offerings or manages client relationships.

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

3 of 3
  • Richard Ehrhart

    Richard Ehrhart

    Chairman & CEOCRD 2653050

  • Christopher Carlascio

    Christopher Carlascio

    Chief Operations OfficerCRD 4913449

  • Jonathan Thornton

    Jonathan Thornton

    CFOCRD 5095799

Contacts

3 of 3
  • Jessica Holmes

    Jessica Holmes

    Registered RepresentativeCRD 6007009

  • Michael Mcgarry

    Michael Mcgarry

    PresidentCRD 3140698

  • David Simpson

    David Simpson

    Vice PresidentCRD 4806293

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
200 S College St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth