Reef Securities, Inc.
Firm details
- Headquarters
- Richardson, Texas
- CRD number
- 31951
- Registered since
- March 22, 1993
- Website
- reefsecurities.com
Firm profile
FINTRXOverview
Reef Securities, Inc. is a corporation that has been SEC-registered since 1993 and is owned by an individual. The firm is listed as “Unclassified” in the FINTRX snapshot and does not identify itself as a capital allocator. The profile indicates the firm is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not list any disclosed advisory activities, business activities, client base types, or fee structure for the firm.
Assets & Accounts
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
1 of 1
James Richards
Chief Financial OfficerCRD 2680389
Contacts
3 of 3
Kenneth Shade
Compliance OfficerCRD 3259826
Paul Mauceli
President and FounderCRD 2330829
Jeremy Shepherd
Vice PresidentCRD 5731348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richardson, TX
Dallas
Location
Richardson, TX
Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1901 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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