FRONTIER SECURITIES
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 136102
- Registered since
- December 8, 2005
- Website
- www.frontiersecurities.com
Firm profile
FINTRXOverview
Frontier Securities operates as a limited liability company classified as an investment bank and has been SEC-registered since 2005. Ownership is listed as a combination of a domestic entity and an individual, but the firm has provided minimal disclosure about its core business lines, advisory services, fee models, or client segments. Regulatory metadata indicates it does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The public record included here contains little detail on client-facing advisory activity, suggesting Frontier Securities functions primarily in non-advisory investment banking roles rather than as a traditional registered investment adviser managing retail or institutional accounts.
Assets & Accounts
Investments & Alternatives
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
3 of 3DEBORAH TERRY
Chief Financial OfficerCRD 5680197
Aaron McCrady
Founder & CEOCRD 7973530
MICHAEL NEW
Co-Founder & CEOCRD 7918893
Contacts
3 of 62IVAN SAVAL
Registered RepresentativeCRD 2686759
STEVEN WELO
PartnerCRD 1634913
ELAINE PANG
Managing PartnerCRD 1527446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHMOND, VA
HENRICO
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 3307 Church Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
THOMPSON DAVIS ASSET MANAGEMENT
Broker-DealerRICHMOND, VA
AGECROFT PARTNERS, LLC
Broker-DealerRICHMOND, VA
WEALTHFORGE SECURITIES, LLC
Broker-DealerRICHMOND, VA
FIRST DOMINION CAPITAL CORP.
Broker-DealerRICHMOND, VA
HARRIS WILLIAMS
Broker-DealerRICHMOND, VA
WEALTHFORGE DISTRIBUTORS, LLC
Broker-DealerRICHMOND, VA