CGS International Securities USA, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 141892
- Registered since
- March 6, 2007
- Website
- www.cgsi.com
Firm profile
FINTRXOverview
CGS International Securities USA, Inc. is organized as a corporation with ownership listed as a combination of a foreign entity and an individual. The firm is classified in the source data as "unclassified." Available records indicate it is not designated as a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide descriptive detail about its advisory activities, fee arrangements, or client mix in the materials reviewed. That absence of public-facing activity descriptions makes its market positioning and service offering unclear from the data set.
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
1 of 1Helen Chin-luk
Chief Financial OfficerCRD 2292149
Contacts
3 of 8Joanna Lam
ManagerCRD 4337478

Bertram Lai
Managing DirectorCRD 4477267
Swati Gulati
Supervisory AnalystCRD 5253420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 524 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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