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 is classified as "Unclassified" in the source data and does not act as a capital allocator. It is not identified as an active ESG investor and is not designated as a multi-state adviser. The profile notes the firm is not newly formed, does not serve as a pension consultant, and is not recorded as a related adviser. Available information about the firm’s client types, fee structure, specific business lines, and advisory activities was not provided.
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 3MARLON BEVAUN
Chief Financial OfficerCRD 6259795
Yee Ki Wan
Chief Executive OfficerCRD 3078166
QIANG LIU
President, CEOCRD 6843524
Contacts
3 of 4MELISSA 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
Similar firms
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Broker-DealerBOSTON, MA
CHESTNUT PARTNERS, INC.
Broker-DealerBOSTON, MA
CAPSTONE PARTNERS
Broker-DealerBOSTON, MA
CCA CAPITAL LLC
Broker-DealerBOSTON, MA
NORTHERN CAPITAL SECURITIES CORPORATION
Broker-DealerNORTH ANDOVER, MA
LOCKEBRIDGE PARTNERS, INC
Broker-DealerWOBURN, MA