CBC Securities, Inc.
Firm details
- Headquarters
- Chestnut Hill, Massachusetts
- CRD number
- 46153
- Registered since
- December 21, 1998
Firm profile
FINTRXOverview
CBC Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. The firm's ownership is recorded in the snapshot as a combination of domestic entity, foreign entity and individual interests, and its internal classification is listed as unclassified. The FINTRX snapshot signals that CBC Securities does not function as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. The snapshot does not provide details on the firm's fee structure, client segments, business lines, or advisory activities.
Assets & Accounts
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
Owners & executives
3 of 3
Marlon Bevaun
Chief Financial OfficerCRD 6259795

Yee Ki Wan
Chief Executive OfficerCRD 3078166

Qiang Liu
President, CEOCRD 6843524
Contacts
3 of 4
Melissa Costine
CCOCRD 2646983

Houston Li
ExecutiveCRD 7793997

Gordon Yale
Senior ConsultantCRD 1010194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chestnut Hill, MA
Middlesex
Location
Chestnut Hill, MA
Headquartered in Chestnut Hill, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 250 Hammond Pond Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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