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SM

Sakari Mcdonald

FREC SECURITIES
SAN FRANCISCO, CA 94105
Some features on this profile are disabled
CRD#: 4597671
SM
Sakari McdonaldFREC SECURITIES

Professional summary

Sakari Mcdonald, who also goes by Mcdonald, Sakari M Mcdonald, Sakari M Saddler, Sakari M Saddler, is a registered financial professional currently at FREC SECURITIES LLC located in San Francisco, California.

Sakari is registered as a RR (Registered Representative) and started their career in finance in 2005. Sakari has worked at 10 firms and has passed the Series 66, Series 99TO, Series 57TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Aliases

Mcdonald | Sakari M Mcdonald | Sakari M Saddler | Sakari M Saddler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sakari Mcdonald's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 20, 2026 - Present

FREC SECURITIES LLC

Office #1: 171 2nd Street 3rd Floor, San Francisco, CA 94105
BD
CRD#: 316641
SAN FRANCISCO, CA
Past

January 30, 2026 - May 21, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 28, 2025 - October 24, 2025

LINQTO CAPITAL

BD
CRD#: 314557
NEW YORK, NY
Past

November 30, 2022 - January 2, 2025

FORGE SECURITIES LLC

BD
CRD#: 134596
SAN FRANCISCO, CA
Past

April 15, 2021 - November 1, 2022

BAKKT BROKERAGE, LLC

BD
CRD#: 288227
ALPHARETTA, GA
Past

November 2, 2017 - April 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DEWITT, NY
Past

October 24, 2017 - April 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DEWITT, NY
Past

August 11, 2016 - October 16, 2017

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEW YORK, NY
Past

August 11, 2016 - October 16, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 23, 2011 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

October 27, 2009 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SYRACUSE, NY
Past

November 11, 2005 - September 24, 2009

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
DEWITT, NY
Past

February 4, 2005 - September 24, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
DEWITT, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/20/2026)
RR
New York
(7/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/30/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 7/31/2021
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/18/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/18/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/29/2009
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FREC SECURITIES LLC
FREC SECURITIES LLC

CRD#: 316641 / SEC#: , 8-70797

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
171 2nd Street 3rd Floor, San Francisco, CA 94105
Mailing Address
171 2nd Street 3rd Floor, San Francisco, CA 94105
Phone number
(855) 900-3732
Established
Delaware since 08/18/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FREC MARKETS, INC.SOLE MEMBER
RODABAUGH, ASHLEY ELIZABETHPRESIDENT & CCO6711251
RODRIGO, DIMITRI DILHANFINANCIAL AND OPERATIONS PRINCIPAL6572840

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREC SECURITIES LLC

CRD#: 316641San Francisco, CA 94105

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