Southstate Securities Corp.

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
85
Avg account
$0

Firm details

Headquarters
Germantown, Tennessee
CRD number
6950
Registered since
December 1, 1975

Firm profile

FINTRX

Overview

Southstate Securities Corp. is organized as a corporation and is classified in the dataset as an investment bank. The firm has been SEC-registered since 1975 and is owned by a domestic entity and/or individual stakeholders. The profile flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. The dataset does not provide detail on advisory business lines, fee schedules, or specific business activities; the firm received a mention in FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

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

1 of 1
  • James Cherry

    James Cherry

    Chief Compliance OfficerCRD 2870353

Contacts

3 of 84
  • Heather Howard

    Heather Howard

    Compliance OfficerCRD 4349745

  • Cory Binagia

    Fixed Income TraderCRD 6946528

  • Frederick Arnold

    TraderCRD 1171207

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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

Germantown, TN

Shelby

Location

Germantown, TN

Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
6750 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth