MORGAN WILSHIRE SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
GARDEN CITY, New York
CRD number
44807
Registered since
August 3, 1998

Firm profile

FINTRX

Overview

Morgan Wilshire Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. The firm is listed as owned by an individual and is classified in the data as "unclassified," with limited descriptive detail about its core business lines. Database fields indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. There are no public entries describing its advisory activities or fee model.

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

Contacts

3 of 8
  • MICHAEL FINNAN

    PresidentCRD 2311960

  • EDWARD MAHER

    Head Trader and Account SupervisorCRD 1431387

  • PAUL METZ

    Financial AdvisorCRD 2443570

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

GARDEN CITY, NY

NASSAU

Location

GARDEN CITY, NY

Headquartered in GARDEN CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
59 Hilton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth