Frontier Securities

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
136102
Registered since
December 8, 2005

Firm profile

FINTRX

Overview

Frontier Securities operates as a limited liability company that is classified as an investment bank and has been registered with the SEC since 2005. Public records identify the owner type as a combination of a domestic entity and an individual. The firm is not characterized as a capital allocator and is not marked as an active ESG investor. It also is not listed as a multi-state investment adviser, a pension consultant, a related adviser, or a newly formed adviser in the dataset provided. The firm has provided minimal detail about its advisory or operating activities in the source material. Available attributes emphasize regulatory and organizational status more than specific lines of business, product suites, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Deborah Terry

    Deborah Terry

    Chief Financial OfficerCRD 5680197

  • Aaron McCrady

    Aaron McCrady

    Founder & CEOCRD 7973530

  • Michael New

    Michael New

    Co-Founder & CEOCRD 7918893

Contacts

3 of 65
  • Ivan Saval

    Registered RepresentativeCRD 2686759

  • Steven Welo

    Steven Welo

    PartnerCRD 1634913

  • Elaine Pang

    Elaine Pang

    Managing PartnerCRD 1527446

Unlock 62 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
3307 Church Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth