BG Worldwide Securities, Inc.

Broker-DealerFINRA MemberEst. 2002
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 a corporation that has been registered with the SEC since 2002. Publicly available registry fields list the ownership as a combination of a domestic entity and an individual and classify the firm as "Unclassified." The firm is not designated as a capital allocator, and it is not identified as an active ESG investor. Registry flags also indicate the firm is not a multi‑state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Fields for client base, fee structure, business activities and advisory activities were left blank in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • June Koss

    Registered RepresentativeCRD 2844078

  • Amy Chambers

    Amy Chambers

    Registered RepresentativeCRD 7566534

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth