CGA SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
32301
Registered since
June 4, 1993

Firm profile

FINTRX

Overview

CGA Securities, LLC is organized as a limited liability company and is registered with the SEC since 1993. Filings characterize the owner type as a domestic entity/individual and list the firm's regulatory classification as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, a newly formed adviser, or a related adviser. Publicly available information in this dataset does not describe the firm’s advisory or brokerage business lines, fee structure, target client segments, or specific investment mandates. Those operating details are not included in the provided records.

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

Contacts

3 of 9
  • Acie Newton

    AssociateCRD 6943006

  • WILLIAM GORE

    Managing Director & PrincipalCRD 2194193

  • David Persky

    Managing DirectorCRD 1363964

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
2 Village Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth