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 recorded as SEC-registered since 2014. The ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification in the source file is "Unclassified." The dataset explicitly flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The public record supplied for this profile contains minimal operational detail: the entry does not enumerate business activities, advisory services, fee schedules, or a client population. That limited disclosure constrains the ability to describe the firm’s client segmentation, service model, or investment focus beyond the regulatory attributes noted above.
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
2 of 2Franklin Pasterczyk
Chief Executive OfficerCRD 1907271

Naja Vang
ContractorCRD 6006368
Contacts
2 of 2
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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