CGA Securities, LLC

Broker-DealerFINRA Member
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 held by a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in its snapshot profile and the available records identify it as not acting as a capital allocator. It is also not flagged as an active ESG investor, not designated as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. Publicly available excerpts provide very limited operational detail: there are no disclosed descriptions of business lines, advisory activities, client segments, fee schedules, or investment strategy. Similarly, there are no reported AUM or account-level figures in the provided data. The only additional operational note in the snapshot is that the firm maintains two office locations, but specific office addresses or geographic base are not reported.

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
  • Robert Campbell

    FinOpCRD 1349154

  • Otto Lowe

    Otto Lowe

    Managing DirectorCRD 1911604

  • Robert Pohlhaus

    Robert Pohlhaus

    Managing DirectorCRD 1982680

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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