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 a limited liability company that registered with the SEC in 2018. The FINTRX snapshot characterizes ownership as involving a domestic entity and an individual, and does not classify the firm into a standard adviser category. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not listed as a pension consultant or a related adviser. FINTRX also indicates the firm is not marked as a multi-state adviser despite other location data (see below). The dataset provides no detail on the firm’s advisory activities, business model, client segments, or fee structure, so its operating focus and target clients are not disclosed in the available record.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms