Backstrom Mccarley Berry & Co, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 124503
- Registered since
- March 6, 2003
- Website
- www.bmcbco.com
Firm profile
FINTRXOverview
Backstrom Mccarley Berry & Co, LLC is recorded as a limited liability company that has been SEC-registered since 2003. In the source record the firm is classified as an investment bank and is identified as individually owned. The profile indicates the firm does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or pension consultant adviser. The source file provides minimal detail on the firm's day-to-day advisory or business activities. The investment-banking classification implies its primary activity may revolve around transactional or capital markets work rather than traditional discretionary wealth management, but the record does not specify services, client segments, or product lines. The combination of individual ownership, single-office reporting, and sparse disclosures suggests a small, privately run operation; anyone needing a clearer picture should request the firm’s current service descriptions and regulatory filings directly.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Vincent Mccarley
Chief Executive OfficerCRD 1711341
Contacts
3 of 6
Ronald Browning-smith
Senior Vice PresidentCRD 1235944
Frank Leung
Financial ProfessionalCRD 2145757

Peter Wong
Senior Vice PresidentCRD 1330951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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