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 first registered with the SEC in 2017. The firm is owned through a combination of a domestic entity and an individual. Public records classify the adviser as "unclassified" and identify it as not acting as a capital allocator. The dataset flags the firm as not actively incorporating environmental, social, and governance (ESG) criteria into its investment approach and not operating as a multistate adviser or pension consultant. The firm has not supplied descriptive details about its advisory or business activities, client segments, fee structure, or related-adviser relationships in the available records.

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