Tobin & Company Securities LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 137918
- Registered since
- March 28, 2006
- Website
- tobinandco.com
Firm profile
FINTRXOverview
Tobin & Company Securities LLC is organized as a limited liability company that operates in the investment-bank space. The firm has been SEC-registered since 2006 and is owned by a combination of a domestic entity and individual owners. Public reporting classifies the firm as an investment bank rather than a capital allocator or registered multi-state advisory practice. Available data does not disclose the firm's client segments, advisory services, fee schedule or specific business lines. Filings indicate the firm is not identified as an active ESG investor, is not a pension consultant, and is not recorded as a related adviser to another registered adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
Dimitri Uhlik
Vice PresidentCRD 4173887

Dereck Grey
Vice PresidentCRD 6692612
Jonathan Tobin
AssociateCRD 6797265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 101 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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