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 is registered with the SEC (registration shown in 2015). Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and flags that it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. The profile provides minimal detail on the firm's business lines, advisory activities, client segments, or fee arrangements.
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 24
Michael Clemens
Compliance SpecialistCRD 7564027

Richard Reinhardt
Internal WholesalerCRD 7265001

James Kenney
Regional Vice PresidentCRD 4775521
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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