MCG Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
163144
Registered since
October 31, 2012

Firm profile

FINTRX

Overview

MCG Securities LLC is organized as a limited liability company and has been SEC-registered since 2012. The FINTRX snapshot classifies ownership as a domestic entity/individual and lists the firm as "unclassified" for its business type. The profile in the source contains few operational details: fields for client base, fee structure, business activities and advisory activities are blank. The record indicates the firm is not an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant, related adviser, newly formed adviser, or capital allocator. The limited public disclosures in the FINTRX entry mean there is little published information about the firm’s client focus, service model, or investment approach.

Assets & Accounts

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

1 of 1
  • Gregory Bodkin

    Gregory Bodkin

    Chief Compliance OfficerCRD 3008389

Contacts

1 of 1
  • Lawrence Zelin

    Registered RepresentativeCRD 1655034

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth