BG Worldwide Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
121735
Registered since
November 18, 2002

Firm profile

FINTRX

Overview

BG Worldwide Securities, Inc. is organized as a corporation and is classified as an insurance broker‑dealer. Ownership is listed as a combination of a domestic entity and an individual. The firm’s profile indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi‑state adviser, a pension consultant, a related adviser, or a newly formed adviser. As an insurance broker‑dealer, BG Worldwide Securities is positioned to distribute insurance and broker‑sold products rather than operate as an asset manager running pooled investment programs. The available records do not describe advisory activities, fee schedules, or client segments, so the public footprint is limited to its regulatory classification and stated organizational attributes.

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

Contacts

3 of 6
  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Robert Shor

    Robert Shor

    PresidentCRD 1701164

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
340 N Westlake Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth