Frec Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
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. Publicly available information about the firm's business model, client segments, fee structure and day‑to‑day advisory activities is not provided in the data set, so its investment focus and service offerings cannot be described in detail. The firm is listed as owned by a mix of a domestic entity and an individual and is categorized as “Unclassified.” Operational flags in the profile indicate Frec Securities does not act as a capital allocator, is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and is not designated as a pension consultant or related adviser. No awards, industry recognitions, or further affiliations were reported in the supplied dataset.

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

2 of 2
  • Ashley Adkins

    Ashley Adkins

    Chief Compliance OfficerCRD 5919852

  • Ashley Rodabaugh

    Ashley Rodabaugh

    Chief Compliance OfficerCRD 6711251

Contacts

3 of 5
  • Sakari McDonald

    Sakari McDonald

    Compliance OfficerCRD 4597671

  • Hayley Curtis

    Hayley Curtis

    Private Wealth Management AssociateCRD 6873917

  • Dimitri Rodrigo

    Dimitri Rodrigo

    Head of Brokerage OperationsCRD 6572840

Unlock 2 more contacts →

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
301 Howard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth