Frontier Securities

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
71
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Frontier Securities is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC-registered since 2005. Ownership is listed as a mix of a domestic entity and an individual. Available records show Frontier Securities is not identified as a capital allocator, does not report activity as an ESG investor, and is not designated as a multi-state or pension consultant adviser. The dataset does not include descriptions of the firm’s advisory activities, fee schedule, or specific business lines beyond the investment bank classification.

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

3 of 3
  • Deborah Terry

    Deborah Terry

    Chief Financial OfficerCRD 5680197

  • Aaron McCrady

    Aaron McCrady

    Founder & CEOCRD 7973530

  • Michael New

    Michael New

    Co-Founder & CEOCRD 7918893

Contacts

3 of 68
  • Ivan Saval

    Registered RepresentativeCRD 2686759

  • Steven Welo

    Steven Welo

    PartnerCRD 1634913

  • Elaine Pang

    Elaine Pang

    Managing PartnerCRD 1527446

Unlock 65 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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