Preferred Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
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 with ownership listed as a combination of a domestic entity and an individual. Public-facing disclosures for the firm are sparse: it does not identify as a capital allocator, it does not self-report active ESG investing, and it is classified as unclassified in the available snapshot. The firm has not provided information about its advisory activities, investment strategy, fee schedules, or client segments.

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

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Contacts

3 of 29
  • Ian McElreath

    Ian McElreath

    Registered RepresentativeCRD 4754189

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Brad Fryer

    Brad Fryer

    Co-FounderCRD 1612648

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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