Ashley
Rodabaugh

Frec

CRD#6711251
Investment Advisor
in San Francisco, CA

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About this Advisor

Ashley Rodabaugh is a financial advisor based in San Francisco, California, working with Frec. Ashley has previously held positions at Nationwide Mutual Insurance Company, Ohio Attorney General's Office, Nationwide Fund Distributors, Peak6 Group LLC, M1 Holdings Inc, M1 Finance LLC, Frec Securities LLC, Frec Markets, Inc, and Frec Advisers LLC. Ashley has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ashley is part of Frec, which operates out of San Francisco, California. The firm has 3 employees and manages assets totaling $8.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Frec includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

171 2Nd Street, 3Rd Floor
San Francisco, CA 94105

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Frec Brokerage Details

Total Assets Under Management

$8,406,120

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

93

CA Average: 3,727
Average Account Size

$90,388

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ashley Rodabaugh Work History

2023 - Present (1 year)

Frec Advisers LLC

2022 - Present (2 years)

Frec Securities LLC

2021 - Present (3 years)

Frec Securities LLC

2021 - Present (3 years)

Frec Markets, Inc

2020 - 2021 (1 year)

M1 Holdings Inc

2020 - 2020 (< 1 year)

M1 Finance LLC

2020 - 2021 (1 year)

M1 Finance LLC

2019 - 2020 (1 year)

Peak6 Group LLC

2016 - 2019 (3 years)

Nationwide Fund Distributors

2014 - 2016 (2 years)

Nationwide Mutual Insurance Company

2012 - 2014 (2 years)

Ohio Attorney General'S Office

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Disclosures

Please visit the SEC profile of Ashley Rodabaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frec

Ashley Rodabaugh
San Francisco, CA
Dimitri Rodrigo
Brookline, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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