MGO Securities Corp.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Beachwood, Ohio
CRD number
37584
Registered since
February 6, 1995

Firm profile

FINTRX

Overview

MGO Securities Corp. is a corporation that registered with the SEC in 1995. The firm is owned by a domestic entity/individual and is recorded in FINTRX as an unclassified organization. It does not identify itself as a capital allocator and is not listed as an active ESG investor. FINTRX also indicates the firm is not a multi-state adviser, not newly formed, and does not report pension consulting or related-adviser activity. The available records offer no detail on business lines, advisory services, fee schedules, or client segmentation. There is likewise no information on affiliations or external activities.

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

2 of 2
  • Ted Triska

    Ted Triska

    Chief Operating OfficerCRD 5292108

  • Ronald Gross

    Ronald Gross

    Co-Founder & CEOCRD 2564430

Contacts

3 of 7
  • Justin Pietrasz

    Justin Pietrasz

    Investment AnalystCRD 6184130

  • Paul Orchosky

    Paul Orchosky

    Vice PresidentCRD 2264939

  • Kathleen Dean

    Kathleen Dean

    Investment AssistantCRD 6976497

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beachwood, OH

Cuyahoga

Location

Beachwood, OH

Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
24400 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth