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