FRONTIER SECURITIES

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
65
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
136102
Registered since
December 8, 2005

Firm profile

FINTRX

Overview

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

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

3 of 3
  • DEBORAH TERRY

    Chief Financial OfficerCRD 5680197

  • Aaron McCrady

    Founder & CEOCRD 7973530

  • MICHAEL NEW

    Co-Founder & CEOCRD 7918893

Contacts

3 of 62
  • IVAN SAVAL

    Registered RepresentativeCRD 2686759

  • STEVEN WELO

    PartnerCRD 1634913

  • ELAINE PANG

    Managing PartnerCRD 1527446

Unlock 59 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth