Charles Towne Securities

Financial Services • Isle of Palms, South Carolina, United States • 1-10 Employees

Company overview

Headquarters	2 Sandwedge Lane, Isle of Palms, SC 29451, US
Phone number	+19544153107
Websites	charlestownesecurities.com charlestowneholdings.com
NAICS	52
SIC	621
Founded	2018
Employees	1-10
Socials

Key Contact at Charles Towne Securities

Neal Sobol

Managing Director, Head of Debt Capital Markets

About Charles Towne Securities

Charles Towne Securities, LLC, based in Charleston, SC, is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). The firm focuses on partnering with independent investment bankers, fundless sponsors, private placement professionals and private equity groups, providing a full service platform covering all compliance and supervisory functions for private placements and M & A. At Charles Towne, management is fully versed and experienced with all matters related to marketing a transaction. We view all relationships as partners, and make sure that the compliance process is efficient and supportive. We see ourselves as your partner, not only ensuring that what you are doing meets all applicable securities rules and regulations, but doing so in a structured, timely fashion. Alternatively, if the goal is to set up your own broker dealer, we can manage that process, allowing you to maintain your license at the firm without any disruption to your business while the broker dealer is getting registered. Our business is exclusively institutional, not retail. We have no retail clients and hold no customer assets.

Charles Towne Securities revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Charles Towne Securities has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Charles Towne Securities has never raised funding before.

Charles Towne Securities Tech Stack

Discover the technologies and tools that power Charles Towne Securities's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

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Elementor

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jQuery Migrate

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Cloudflare

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jQuery

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PHP

Programming languages

Bluehost

Hosting

WordPress

Blogs

Bootstrap

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particles.js

JavaScript graphics

Frequently asked questions

Charles Towne Securities is located in Isle of Palms, South Carolina, US.

You can reach Charles Towne Securities at +19544153107.

Charles Towne Securities was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Charles Towne Securities has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Charles Towne Securities

Neal Sobol

Managing Director, Head of Debt Capital Markets

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