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 organized as a corporation and is SEC-registered dating back to 1995. FINTRX classifies ownership as a combination of a domestic entity and an individual, but the firm is otherwise listed as unclassified and has provided minimal detail about its advisory or business activities. The profile indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a multistate adviser, and is not flagged as a pension consultant or related adviser. FINTRX contains very limited disclosure from the firm about investment preferences, client service models, or affiliations. That lack of reported information makes it difficult to characterize the firm’s target clients, fee structure, or investment approach from the available dataset.

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

3 of 3
  • Paul Orchosky

    Paul Orchosky

    Chief Compliance Officer and Vice PresidentCRD 2264939

  • Ronald Gross

    Ronald Gross

    Co-Founder & CEOCRD 2564430

  • Ted Triska

    Ted Triska

    Chief Operating OfficerCRD 5292108

Contacts

3 of 6
  • Brad Wingler

    Brad Wingler

    Investment ExecutiveCRD 2381065

  • Richard Gross

    Richard Gross

    Co-FounderCRD 5849061

  • Michael Moskal

    Michael Moskal

    Director of InvestmentsCRD 2026952

Unlock 3 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