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 owned by a combination of a domestic entity and an individual. Publicly available records for the firm list its classification as "unclassified" and supply only basic structural details rather than a description of its business model or client segments. The dataset flags that Rockdale is not positioned as a capital allocator and does not identify the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not reported specifics such as advisory activities, fee schedules, or client types in the source material used here, so there is limited visibility into how it markets services, the extent of any wealth-management capabilities, or whether it provides family-office style services.
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 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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