REEF SECURITIES, INC.
Firm details
- Headquarters
- RICHARDSON, Texas
- CRD number
- 31951
- Registered since
- March 22, 1993
- Website
- reefsecurities.com
Firm profile
FINTRXOverview
Reef Securities, Inc. is organized as a corporation and has been registered with the SEC since 1993. The firm is individually owned and is categorized in available records as "unclassified." Publicly available snapshot data provides only limited operational detail: Reef Securities is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state adviser. The firm is also not listed as a pension consultant or a related adviser. No firm-level description of advisory services, client segments, fee schedules or specific business activities was provided in the source material, so there is little public information about its investment approach or client-facing offerings.
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
1 of 1JAMES RICHARDS
Chief Financial OfficerCRD 2680389
Contacts
3 of 3PAUL MAUCELI
President and FounderCRD 2330829
Kenneth Shade
Compliance OfficerCRD 3259826
JEREMY SHEPHERD
Vice PresidentCRD 5731348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHARDSON, TX
DALLAS
Location
RICHARDSON, TX
Headquartered in RICHARDSON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1901 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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