Preferred Capital Securities, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 169719
- Registered since
- February 2, 2015
- Website
- pcsalts.com
Firm profile
FINTRXOverview
Preferred Capital Securities, LLC is organized as a limited liability company and has been SEC-registered since 2015. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as “Unclassified” in the snapshot data and is not identified as a capital allocator. The firm is not flagged as an active ESG investor and the snapshot marks it as not a multi-state adviser, not newly formed, not acting as a pension consultant, and not a related adviser. The public summary does not include detail on client types, fee schedules, or the specific advisory services the firm provides.
Assets & Accounts
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 4
Claire McLean
Chief Operating OfficerCRD 7810116

Jeffery Smith
Chief Executive OfficerCRD 4039773

Lindsey Sparano
Chief Accounting OfficerCRD 7637276
Contacts
3 of 30
Cory Guy
Regional VPCRD 4707107

Ryan Zaparaniuk
Summer InternCRD 8277361

Michael Clemens
Compliance SpecialistCRD 7564027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3290 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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