OLD NORTH STATE TRUST, LLC

GREENSBORO, North Carolina·14 registered advisors·CRD# 106155
SEC# 801-50303336-2729944
01

Firm Overview

AUM
$236M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OLD NORTH STATE TRUST, LLC

14 registered advisors
Arnold Livingston Head
GREENSBORO, North Carolina
Clifton Gerald Stephens
GREENSBORO, North Carolina
Denis R De St Aubin
GREENSBORO, North Carolina
Denis Robert De St Aubin
GREENSBORO, North Carolina
Jr Dr. Byron Hoffman
GREENSBORO, North Carolina
Michael Todd Spohn
GREENSBORO, North Carolina
Ovide Edward De St Aubin
GREENSBORO, North Carolina
Ovide Tam De St Aubin
GREENSBORO, North Carolina
Russell Marable Robinson
GREENSBORO, North Carolina
Stan Meady White
GREENSBORO, North Carolina
Susan Waid Beard
GREENSBORO, North Carolina
Susan Willett
GREENSBORO, North Carolina
Sydney Dodd Frissell Farrar
GREENSBORO, North Carolina
William Wren Farrar
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
14 advisors

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Data sourced from SEC Form ADV filings. OLD NORTH STATE TRUST, LLC (CRD# 106155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.