Frec Securities LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
5
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 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

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 4
  • Joshua Patchik

    Joshua Patchik

    Senior BrokerCRD 6997145

  • Hayley Curtis

    Hayley Curtis

    Private Wealth Management AssociateCRD 6873917

  • Sakari McDonald

    Sakari McDonald

    Compliance OfficerCRD 4597671

Unlock 1 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth