Optsecurities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 47529
- Registered since
- November 19, 1999
- Website
- optcapital.com
Firm profile
FINTRXOverview
Optsecurities, LLC is organized as a limited liability company and has been SEC-registered since 1999. FINTRX classifies the firm as unclassified and indicates ownership by a domestic entity and individual. The profile shows the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. There are no details provided about advisory or business activities, fee structure, client segments, or external affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Richard Ehrhart
Chairman & CEOCRD 2653050

Christopher Carlascio
Chief Operations OfficerCRD 4913449

Jonathan Thornton
CFOCRD 5095799
Contacts
3 of 3Jessica Holmes
Registered RepresentativeCRD 6007009

Michael Mcgarry
PresidentCRD 3140698

David Simpson
Vice PresidentCRD 4806293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Equitable Distributors, LLC
Broker-DealerCharlotte, NC
Capital Management of the Carolinas, LLC
Broker-DealerCharlotte, NC
Mcduffie/Morris Financial Group, Inc.
Broker-DealerCharlotte, NC
North Inlet Advisors, LLC
Broker-DealerCharlotte, NC
Tradier Brokerage, Inc.
Broker-DealerCharlotte, NC
First Ballantyne, LLC
Broker-DealerCharlotte, NC