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 a limited liability company that registered with the SEC in 2014. The firm is recorded as being owned by a domestic entity and an individual. FINTRX classifies the firm as unclassified and flags it as neither a multi-state adviser nor a newly formed adviser. The dataset does not supply descriptions of client types, fee schedules, or specific advisory and business activities.
Assets & Accounts
Investments & Alternatives
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 2
Naja Vang
ContractorCRD 6006368
Franklin Pasterczyk
President/CEOCRD 1907271
Contacts
2 of 2Charles Badalamenti
CCOCRD 2065038
Taylor Garrett
PresidentCRD 4829547
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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