Poinsett Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Greenville, South Carolina
CRD number
175443
Registered since
October 2, 2017

Firm profile

FINTRX

Overview

Poinsett Securities, LLC is organized as a limited liability company and is recorded as having become SEC-registered in 2017. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available snapshot and the profile indicates it does not function as a capital allocator or an active ESG investor. The record also notes the adviser is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. Publicly available summary information for the firm is sparse: the snapshot does not include descriptions of its fee structure, client segments, advisory activities, or investment mandates.

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
  • John Boyd

    John Boyd

    CEOCRD 2090782

Contacts

2 of 2
  • Lucas Boyd

    Lucas Boyd

    Registered RepresentativeCRD 5199143

  • Andrew Porio

    Andrew Porio

    Vice President of Business DevelopmentCRD 2907935

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
777 Lowndes Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth