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 a limited liability company that has been registered with the SEC since 1993. The firm is identified as owned by a domestic entity/individual and is categorized in the snapshot as “unclassified.” The available profile contains minimal public detail about the firm’s business lines, client segments, or fee arrangements. The snapshot flags several negative attributes rather than active services: the firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Acie Newton

    Acie Newton

    AssociateCRD 6943006

  • William Gore

    Managing Director & PrincipalCRD 2194193

  • David Persky

    David Persky

    Managing DirectorCRD 1363964

Unlock 6 more contacts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth