GM Securities, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 154657
- Registered since
- March 16, 2011
Firm profile
FINTRXOverview
GM Securities, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. It also is not listed as a pension consultant or a related adviser. FINTRX does not provide details on the firm’s advisory activities, fee schedule, or target client segments, and the firm did not supply information about its business activities or third-party affiliations in the provided record. That absence of disclosure makes it difficult to characterize the firm’s client-facing model or product emphasis beyond its organizational type and classification.
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 1
Bridget Spaulding
Chief Financial OfficerCRD 6392261
Contacts
3 of 13
John Beagle
Co-Founder and Managing DirectorCRD 2230709

Benjamin Scharff
Managing DirectorCRD 2738663

Andrew Hinz
Managing DirectorCRD 4837399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 833 E Michigan St
- Time zone
- CT (UTC-6)
- Office locations
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