Reef Securities, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Richardson, Texas
CRD number
31951
Registered since
March 22, 1993

Firm profile

FINTRX

Overview

Reef Securities, Inc. is organized as a corporation and has been registered with the SEC since 1993. FINTRX lists the firm's ownership as individual and classifies it as unclassified. The profile provides minimal public detail about business or advisory activities; the firm does not identify itself as a capital allocator and is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • Kenneth Shade

    Kenneth Shade

    Compliance OfficerCRD 3259826

  • Paul Mauceli

    Paul Mauceli

    ​President and FounderCRD 2330829

  • Jeremy Shepherd

    Vice PresidentCRD 5731348

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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