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 registered with the SEC (registration year 2018). Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified; the profile does not identify an explicit client base, fee structure or stated advisory activities. The firm’s FINTRX snapshot flags several operational attributes: it is not a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

    Sales and TradingCRD 5433285

  • 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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth