CBC Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chestnut Hill, Massachusetts
CRD number
46153
Registered since
December 21, 1998

Firm profile

FINTRX

Overview

CBC Securities, Inc. is organized as a corporation and is listed in FINTRX with an unclassified firm type. Ownership is recorded in FINTRX as involving domestic, foreign and individual entities. The snapshot data indicate the firm does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser. FINTRX does not supply details on the firm's client segments, fee models, specific business activities, or advisory services. That lack of public-facing disclosure makes it difficult to characterize the firm's market positioning or target client profile from the available dataset.

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

3 of 3
  • Yee Ki Wan

    Yee Ki Wan

    Chief Executive OfficerCRD 3078166

  • Qiang Liu

    Qiang Liu

    President, CEOCRD 6843524

  • Erin Baskett

    Erin Baskett

    Chief Compliance OfficerCRD 4538604

Contacts

3 of 4
  • Gordon Yale

    Gordon Yale

    Senior ConsultantCRD 1010194

  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Marlon Bevaun

    Marlon Bevaun

    FinOpCRD 6259795

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth