FREC SECURITIES LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 316641
- Registered since
- May 5, 2022
Firm profile
FINTRXOverview
Frec Securities LLC is a limited liability company that registered with the SEC in 2022. Public records in FINTRX offer very little detail on the firm's target clients, advisory services, fee schedule, or specific investment strategies. The dataset classifies the firm as unclassified and notes that it does not function as a capital allocator. It is not identified as an active ESG investor, is not designated as a multi-state adviser, and is not recorded as a pension consultant or related adviser. The owner type is listed as Domestic Entity | Individual, but the firm's business activities and advisory roles are not described in the available data. The absence of further disclosure suggests that either Frec Securities is not actively managing third‑party assets or its operations are not broadly reported in the sources used by FINTRX.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ashley Rodabaugh
Chief Compliance OfficerCRD 6711251
Contacts
3 of 4HAO LI
Financial EngineerCRD 7336889
Joshua Patchik
Senior BrokerCRD 6997145
Hayley Curtis
Private Wealth Management AssociateCRD 6873917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 171 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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