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 in SEC registration records with an effective year of 2022. Filings identify ownership as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset. Public filings for Frec Securities LLC disclose very little about its advisory services, client focus, or fee arrangements. The dataset flags the firm as not being a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not a multi-state adviser according to its reported attributes.
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 5
Sakari McDonald
Compliance OfficerCRD 4597671

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
- 301 Howard St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
Forge Securities LLC
Broker-DealerSan Francisco, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Mcmorgan & Company Capital Advisors LLC
Broker-DealerSan Francisco, CA
Coit Capital Securities LLC
Broker-DealerSan Francisco, CA
Scenic Advisement
Broker-DealerSan Francisco, CA