Preferred Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
169719
Registered since
February 2, 2015

Firm profile

FINTRX

Overview

Preferred Capital Securities, LLC is structured as a limited liability company and has been SEC-registered since 2015. The firm is identified in the snapshot as owned by a domestic entity and/or individual and is classified as "Unclassified" in the dataset. The firm is not listed as a capital allocator and is marked as not being an active ESG investor. The snapshot also flags it as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset does not provide detail on the firm's stated business activities, advisory services, or fee structure.

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 4
  • Orit Small

    Orit Small

    SVP, Chief Compliance OfficerCRD 2786459

  • Jeffery Smith

    Jeffery Smith

    Chief Executive OfficerCRD 4039773

  • Lindsey Sparano

    Lindsey Sparano

    Chief Accounting OfficerCRD 7637276

Unlock 1 more executives

Contacts

3 of 30
  • Ian McElreath

    Ian McElreath

    Registered RepresentativeCRD 4754189

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Brad Fryer

    Brad Fryer

    Co-FounderCRD 1612648

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth