Rockdale Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Bountiful, Utah
CRD number
169798
Registered since
June 19, 2014

Firm profile

FINTRX

Overview

Rockdale Securities, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. Publicly available records for the firm list its classification as "unclassified" and supply only basic structural details rather than a description of its business model or client segments. The dataset flags that Rockdale is not positioned as a capital allocator and does not identify the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not reported specifics such as advisory activities, fee schedules, or client types in the source material used here, so there is limited visibility into how it markets services, the extent of any wealth-management capabilities, or whether it provides family-office style services.

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

2 of 2
  • Naja Vang

    Naja Vang

    ContractorCRD 6006368

  • Franklin Pasterczyk

    President/CEOCRD 1907271

Contacts

2 of 2
  • Charles Badalamenti

    CCOCRD 2065038

  • Taylor Garrett

    Taylor Garrett

    PresidentCRD 4829547

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bountiful, UT

Davis

Location

Bountiful, UT

Headquartered in Bountiful, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Davis
Address
270 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth