Backstrom Mccarley Berry & Co, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
124503
Registered since
March 6, 2003

Firm profile

FINTRX

Overview

Backstrom Mccarley Berry & Co, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is owned by individuals rather than an institutional parent. Public-facing disclosures in FINTRX are minimal: the firm did not provide detail on its fee model, client types, or specific advisory activities. FINTRX flags indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered entity.

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

1 of 1
  • Vincent Mccarley

    Vincent Mccarley

    Chief Executive OfficerCRD 1711341

Contacts

3 of 6
  • Ronald Browning-smith

    Ronald Browning-smith

    Senior Vice PresidentCRD 1235944

  • Peter Wong

    Peter Wong

    Senior Vice PresidentCRD 1330951

  • Frank Leung

    Financial ProfessionalCRD 2145757

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
130 Battery St
Time zone
PT (UTC-8)
Office locations

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