Frec Securities LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
316641
Registered since
May 5, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ashley Rodabaugh

    Ashley Rodabaugh

    Chief Compliance OfficerCRD 6711251

Contacts

3 of 3
  • Joshua Patchik

    Joshua Patchik

    Senior BrokerCRD 6997145

  • Hayley Curtis

    Hayley Curtis

    Private Wealth Management AssociateCRD 6873917

  • Dimitri Rodrigo

    Dimitri Rodrigo

    Head of Brokerage OperationsCRD 6572840

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth