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 structured as a limited liability company and has been SEC-registered since 2015. The firm is identified in the snapshot as owned by a domestic entity and/or individual and is classified as "Unclassified" in the dataset. The firm is not listed as a capital allocator and is marked as not being an active ESG investor. The snapshot also flags it as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset does not provide detail on the firm's stated business activities, advisory services, or fee structure.
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 30
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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