Preferred Capital Securities, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 169719
- Registered since
- February 2, 2015
- Website
- pcsalts.com
Firm profile
FINTRXOverview
Preferred Capital Securities, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Public-facing disclosures for the firm are sparse: it does not identify as a capital allocator, it does not self-report active ESG investing, and it is classified as unclassified in the available snapshot. The firm has not provided information about its advisory activities, investment strategy, fee schedules, or client segments.
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
3 of 4
Orit Small
SVP, Chief Compliance OfficerCRD 2786459

Jeffery Smith
Chief Executive OfficerCRD 4039773

Lindsey Sparano
Chief Accounting OfficerCRD 7637276
Contacts
3 of 29
Ian McElreath
Registered RepresentativeCRD 4754189
Daniel Beaton
FinOpCRD 4240769

Brad Fryer
Co-FounderCRD 1612648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3290 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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