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 an LLC that registered with the SEC in 2018. Public records classify the firm as unclassified and list its ownership as a domestic entity and individual. The firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The firm has provided limited public detail about its core business lines, client segments, fee schedule, and advisory activities. Available disclosures likewise do not describe any external affiliations or industry activities.

Assets & Accounts

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Andrew George

    Chief Administration OfficerCRD 6825889

Contacts

3 of 7
  • David Panagrossi

    David Panagrossi

    ComplianceCRD 2317860

  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Matthew Potasky

    Matthew Potasky

    Vice PresidentCRD 5433285

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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

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