Backstrom Mccarley Berry & Co, LLC

Broker-DealerFINRA MemberEst. 2003
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 structured as a limited liability company and is classified in the FINTRX dataset as an investment bank. The firm has been SEC-registered since 2003 and is listed as owned by an individual rather than a corporate or institutional owner. FINTRX flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. The dataset also indicates the firm is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or a related adviser. FINTRX does not provide descriptive advisory or business-activity detail beyond the investment bank classification.

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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