Poinsett Securities, LLC

Broker-DealerFINRA Member
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 with ownership listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and the record indicates it does not act as a capital allocator. It is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. Public disclosures for Poinsett Securities are minimal. Key operating details typically used to assess client focus and service model — including client base, fee structure, business activities, and advisory activities — were not provided in the available data.

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

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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

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