MORGAN WILSHIRE SECURITIES, INC.
Firm details
- Headquarters
- GARDEN CITY, New York
- CRD number
- 44807
- Registered since
- August 3, 1998
- Website
- morganwilshire.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8MICHAEL FINNAN
PresidentCRD 2311960
EDWARD MAHER
Head Trader and Account SupervisorCRD 1431387
PAUL METZ
Financial AdvisorCRD 2443570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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