BG Worldwide Securities, Inc.
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 121735
- Registered since
- November 18, 2002
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Brian Sweeney
CCO, PrincipalCRD 4174087

Richard Onesto
FinOpCRD 2453096

Robert Shor
PresidentCRD 1701164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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