TRC MARKETS LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
MOUNT PLEASANT, South Carolina
CRD number
171272
Registered since
January 20, 2015

Firm profile

FINTRX

Overview

TRC Markets LLC is a limited liability company that registered with the SEC in 2015. FINTRX lists the firm’s ownership as a mix of a domestic entity and an individual and classifies the adviser as "unclassified." The record indicates TRC Markets does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not identified as a pension consultant or as a related adviser to another firm.

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

Owners & executives

3 of 6
  • ALBERT AN

    Chief Executive OfficerCRD 2730088

  • THOMAS MESTER

    Chief Compliance OfficerCRD 2350593

  • KENNETH WILSON

    Chief Executive OfficerCRD 3014927

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Contacts

3 of 27
  • ANSELME FEARD

    Director - EngineeringCRD 6409461

  • Rita Monteiro

    Associate Business ManagerCRD 7788940

  • TIMOTHY UDELSMAN

    Fixed Income TraderCRD 6806280

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNT PLEASANT, SC

CHARLESTON

Location

MOUNT PLEASANT, SC

Headquartered in MOUNT PLEASANT, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
111 Coleman Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth