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 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

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
  • Claire McLean

    Claire McLean

    Chief Operating OfficerCRD 7810116

  • Jeffery Smith

    Jeffery Smith

    Chief Executive OfficerCRD 4039773

  • Lindsey Sparano

    Lindsey Sparano

    Chief Accounting OfficerCRD 7637276

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Contacts

3 of 30
  • Cory Guy

    Cory Guy

    Regional VPCRD 4707107

  • Ryan Zaparaniuk

    Ryan Zaparaniuk

    Summer InternCRD 8277361

  • Michael Clemens

    Michael Clemens

    Compliance SpecialistCRD 7564027

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth