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 is SEC-registered (registration year 2022). Ownership is reported as a mix of a domestic entity and an individual. The firm is marked as "Unclassified" in the dataset and is not identified as a capital allocator. Other operational attributes recorded include that it is not an active ESG investor, not a multi-state adviser, and not categorized as a newly formed adviser. The dataset does not provide detail on business lines, client segments, fee schedules, or specific advisory activities.
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 4
Joshua Patchik
Senior BrokerCRD 6997145

Hayley Curtis
Private Wealth Management AssociateCRD 6873917

Sakari McDonald
Compliance OfficerCRD 4597671
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
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