M&CO. SECURITIES LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
332390
Registered since
February 10, 2025

Firm profile

FINTRX

Overview

M&Co Securities LLC operates as a limited liability company and is registered with the SEC as of 2025. Ownership is listed as a mix of a domestic entity and an individual; the firm is categorized as unclassified in the available records. The filer has not provided descriptive information about its advisory or business activities in the source material. The firm is marked as not being a capital allocator and does not identify as an active ESG investor. Other status flags indicate it is not a multi-state adviser, not a pension consultant, and not recorded as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ROSZELL MACK

    Founder, CEO and Managing PartnerCRD 2386014

  • RICHARD ZACK

    Chief Compliance Officer & General CounselCRD 2651386

  • KAMAL JAFARNIA

    Chief Compliance OfficerCRD 2890436

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
At Old Parkland East Maple Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth