CMG Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
San Ramon, California
CRD number
289090
Registered since
March 22, 2018

Firm profile

FINTRX

Overview

CMG Securities LLC is organized as a limited liability company and is SEC-registered (registration recorded in 2018). The firm's public profile is sparse: it lists owner type as a domestic entity and individual, and its internal classification is shown as "Unclassified." Available data indicate the firm does not act as a capital allocator and it does not identify as an active ESG investor. It also is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Key operational details that normally help profile a wealth manager—such as stated business activities, advisory services, client segments, and fee structure—were not provided in the source material.

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

Owners & executives

1 of 1
  • Andrew George

    Chief Administration OfficerCRD 6825889

Contacts

3 of 7
  • Matthew Potasky

    Matthew Potasky

    Vice PresidentCRD 5433285

  • Joseph Scipione

    Joseph Scipione

    Vice PresidentCRD 6457563

  • Joseph Cabrall

    Senior Vice PresidentCRD 6825905

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Ramon, CA

Contra Costa

Location

San Ramon, CA

Headquartered in San Ramon, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
3160 Crow Canyon Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth