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 registered with the SEC since 1998. The firm’s regulatory classification in the provided record is listed as unclassified and ownership fields in the dataset indicate a mix of entity types; the filing does not yield a clear, single ownership structure. The record flags several negative attributes rather than active lines of business: it does not identify CBC Securities as a capital allocator, it is not marked as an active ESG investor, it is not designated a multi-state adviser, and it is not recorded as a pension consultant or related adviser. The dataset contains little else about the firm’s advisory activities, client focus, or fee model.
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
Similar firms
Fusefi Capital, LLC
Broker-DealerBoston, MA
Bowen, Inc.
Broker-DealerPlymouth, MA
Waterway Capital LLC
Broker-DealerBoston, MA
Dunn Rush & Co LLC
Broker-DealerBoston, MA
Race Rock Capital LLC
Broker-DealerWinchester, MA
Lynch & Associates
Broker-DealerBoston, MA