Frec Securities LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 316641
- Registered since
- May 5, 2022
Firm profile
FINTRXOverview
Frec Securities LLC is organized as a limited liability company and appears on SEC records as having registered in 2022. The ownership is listed as a domestic entity/individual and the firm is classified as "unclassified" in the available profile. The public snapshot indicates the firm does not identify as a capital allocator or an active ESG investor, and it does not report multi-state advisory status, pension consulting, or an affiliated related adviser relationship. Public-facing details about the firm's client segments, fee schedules, and day-to-day advisory activities are not provided in the source data. That limits the ability to describe target clients, service models, or typical account types from the available record.
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 1
Ashley Rodabaugh
Chief Compliance OfficerCRD 6711251
Contacts
3 of 3
Joshua Patchik
Senior BrokerCRD 6997145

Hayley Curtis
Private Wealth Management AssociateCRD 6873917

Dimitri Rodrigo
Head of Brokerage OperationsCRD 6572840
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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