Southstate Securities Corp.

Overview

Southstate Securities Corp. is a corporation that has been SEC-registered since 1975 and is categorized as an investment bank. The firm is owned by a mix of domestic entities and individuals and appears to operate privately rather than as a multi-state registered investment adviser: the source lists it as not being a multi-state adviser and not a capital allocator. The profile data also indicates Southstate Securities Corp. does not identify itself as an active ESG investor, is not positioned as a pension consultant, and is not listed as a related adviser. Publicly available disclosures supplied to the data provider are sparse: the firm did not provide details on its advisory activities, client segments, or investment allocations. One item of record is an industry mention — Southstate Securities Corp. was included in FA Magazine’s Top RIA Firms list in 2020 — but the firm has not provided the granular investment or client data normally used to assess portfolio construction, manager selection, or fee models.

Location & Offices