CMG Securities LLC
Firm details
- Headquarters
- San Ramon, California
- CRD number
- 289090
- Registered since
- March 22, 2018
Firm profile
FINTRXOverview
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
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
Matthew Potasky
Vice PresidentCRD 5433285

Joseph Scipione
Vice PresidentCRD 6457563
Joseph Cabrall
Senior Vice PresidentCRD 6825905
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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