MACCABEES SECURITIES LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
340041
Registered since
May 22, 2026

Firm profile

FINTRX

Overview

Maccabees Securities LLC is organized as a limited liability company and, according to FINTRX, became an SEC-registered adviser in 2026. Ownership is recorded as a mix of a domestic entity and an individual. The firm is listed as "unclassified" in FINTRX's taxonomy and the snapshot flags it as not acting as a capital allocator. Available records are sparse: the firm is not identified as an active ESG investor, is not registered as a multistate adviser, is not a pension consultant, and is not listed as a related adviser. FINTRX does not supply details on the firm's client segments, fee schedule, specific advisory services, or its investment strategy, so public-facing information about how it positions itself in the market or the types of clients it targets is limited.

Assets & Accounts

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
  • CALVIN PERSAUD

    Chief Compliance OfficerCRD 3261683

Contacts

3 of 3
  • Jimmy Yun

    RepresentativeCRD 6797120

  • TRACIE OKEEFE

    FinOpCRD 5924814

  • MELISSA COSTINE

    CCOCRD 2646983

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN MATEO

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 MATEO
Address
365 Toni Stone Xing
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth