Frec Securities LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 316641
- Registered since
- May 5, 2022
Firm profile
FINTRXOverview
Frec Securities LLC is organized as a limited liability company. Publicly available information about the firm's business model, client segments, fee structure and day‑to‑day advisory activities is not provided in the data set, so its investment focus and service offerings cannot be described in detail. The firm is listed as owned by a mix of a domestic entity and an individual and is categorized as “Unclassified.” Operational flags in the profile indicate Frec Securities does not act as a capital allocator, is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and is not designated as a pension consultant or related adviser. No awards, industry recognitions, or further affiliations were reported in the supplied dataset.
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
Ashley Adkins
Chief Compliance OfficerCRD 5919852

Ashley Rodabaugh
Chief Compliance OfficerCRD 6711251
Contacts
3 of 5
Sakari McDonald
Compliance OfficerCRD 4597671

Hayley Curtis
Private Wealth Management AssociateCRD 6873917

Dimitri Rodrigo
Head of Brokerage OperationsCRD 6572840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 301 Howard St
- Time zone
- PT (UTC-8)
- Office locations
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