ROCKDALE SECURITIES, LLC
Firm details
- Headquarters
- BOUNTIFUL, Utah
- CRD number
- 169798
- Registered since
- June 19, 2014
- Website
- www.rockdalepartners.com
Firm profile
FINTRXOverview
Rockdale Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2014. FINTRX characterizes ownership as a mix of a domestic entity and an individual and classifies the firm as "unclassified." The profile indicates the firm is not designated as a capital allocator and is not marked as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide details on the firm's advisory activities, fee model, client segments, or day-to-day business functions, leaving its core operating model and client-facing services undocumented in the data source.
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
1 of 1ADRIENNE HART
President and Chief Executive OfficerCRD 1510179
Contacts
3 of 3Samantha Santiago-Paez
CCOCRD 4369755
TAYLOR GARRETT
PresidentCRD 4829547
CHARLES BADALAMENTI
CCOCRD 2065038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOUNTIFUL, UT
DAVIS
Location
BOUNTIFUL, UT
Headquartered in BOUNTIFUL, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 270 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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