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IM

Ian Mcelreath

PREFERRED CAPITAL SECURITIES
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 4754189
IM
Ian McelreathPREFERRED CAPITAL SECURITIES

Professional summary

Ian Mcelreath, who also goes by Ian Christopher Mcelreath, is a registered financial professional currently at PREFERRED CAPITAL SECURITIES, LLC located in Atlanta, Georgia.

Ian is registered as a RR (Registered Representative) and started their career in finance in 2004. Ian has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Ian Christopher Mcelreath

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 Ian Mcelreath'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 8, 2026 - Present

PREFERRED CAPITAL SECURITIES, LLC

Office #1: 3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327Office #2: 3290 Northside Parkway Nw Suite 800, Atlanta, GA 30327
BD
CRD#: 169719
ATLANTA, GA
Past

January 7, 2026 - June 25, 2026

METRIC FINANCIAL, LLC

BD
CRD#: 33324
ATLANTA, GA
Past

September 18, 2023 - October 31, 2025

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

July 1, 2021 - August 25, 2023

EMERSON EQUITY LLC

RIA
CRD#: 130032
Tampa, FL
Past

April 28, 2021 - August 25, 2023

EMERSON EQUITY LLC

BD
CRD#: 130032
Tampa, FL
Past

January 17, 2020 - April 20, 2021

20/20 CAPITAL MANAGEMENT, INC

RIA
CRD#: 281692
Tampa, FL
Past

November 26, 2019 - April 6, 2021

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Daytona Beach, FL
Past

May 8, 2019 - September 25, 2019

CANTOR FITZGERALD INVESTMENT ADVISORS

RIA
CRD#: 159296
TAMPA, FL
Past

January 19, 2016 - September 25, 2019

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

June 4, 2009 - December 8, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

April 17, 2007 - June 2, 2009

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

March 11, 2004 - April 18, 2007

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

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
Connecticut
(7/8/2026)
RR
Georgia
(7/8/2026)
RR
Indiana
(7/8/2026)
RR
Maryland
(7/8/2026)
RR
Michigan
(7/8/2026)
RR
Mississippi
(7/8/2026)
RR
New Hampshire
(7/8/2026)
RR
New York
(7/8/2026)
RR
North Carolina
(7/8/2026)
RR
Pennsylvania
(7/8/2026)
RR
South Carolina
(7/8/2026)
RR
Tennessee
(7/8/2026)
RR
Vermont
(7/8/2026)
RR
West Virginia
(7/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/22/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/9/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PREFERRED CAPITAL SECURITIES, LLC
PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719 / SEC#: , 8-69382

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

Main Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Mailing Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Phone number
(855) 330-6594
Established
Georgia since 09/17/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BADGER CREEK HOLDINGS, LLCSOLE OWNER
BEATON, DANIEL STEWARTFINOP4240769
GRABER, ERIC RYANPRESIDENT4576496
MCLEAN, CLAIRE ETHRIDGECHIEF OPERATIONS OFFICER7810116
SMALL, ORIT HEATHERCHIEF COMPLIANCE OFFICER2786459
SMITH, JEFFERY ALLENCHIEF EXECUTIVE OFFICER4039773

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

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719Atlanta, GA 30327

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