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 recorded as involving a domestic entity and an individual. The firm is classified in FINTRX as "Unclassified" and does not appear to act as a capital allocator. It is not identified as an active ESG investor, not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory activities, specific business lines, fee structure, or client base. The available entries emphasize organizational form and registration status rather than investment strategy or client servicing model.
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 4Claire McLean
Chief Operating OfficerCRD 7810116
JEFFERY SMITH
Chief Executive OfficerCRD 4039773
Lindsey Sparano
Chief Accounting OfficerCRD 7637276
Contacts
3 of 22Michael 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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