CMG Securities LLC
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 289090
- Registered since
- March 22, 2018
Firm profile
FINTRXOverview
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
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 1Andrew George
Chief Administration OfficerCRD 6825889
Contacts
3 of 7
David Panagrossi
ComplianceCRD 2317860

Kenneth George
FinOpCRD 2643369

Matthew Potasky
Vice PresidentCRD 5433285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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