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 and is classified in FINTRX as an investment bank. Ownership is identified as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The FINTRX record contains no additional detail about business activities, advisory services, fee structure, or client segments, and the firm did not provide information on affiliations or external activities.
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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