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 domestic and individual ownership. Public records list the firm’s regulatory classification as unclassified and provide only limited operating detail. The firm does not identify itself as a capital allocator and does not report engagement as an active ESG investor. Registry flags also indicate it is not a multi-state adviser, not newly formed, and is not identified as a pension consultant or a related adviser. Public disclosures do not describe the firm’s advisory model, client segments, fee schedules, or specific business activities, making it difficult to profile service scope or target clientele beyond the structural attributes above.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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