South Atlantic Enterprises, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
42790
Registered since
February 4, 1998

Firm profile

FINTRX

Overview

South Atlantic Enterprises, Inc. is a corporation registered with the SEC in 1998. The firm is owned by an individual and is listed in FINTRX as an unclassified adviser. Available records indicate it is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The dataset includes no descriptive detail about advisory activities, fee schedules, target client types, or service lines.

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

Contacts

1 of 1
  • Robert Abbott

    Owner, Investment Advisor RepresentativeCRD 1491973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
4030 Wake Forest Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth