Morgan Wilshire Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
—
Advisory reps
10
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 owned by an individual and is classified in the available data as "Unclassified," with limited public detail about its core advisory or brokerage activities. The record indicates Morgan Wilshire does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the supplied dataset. The firm’s public profile contains sparse business and client information, so its market positioning and client focus are not disclosed in the material provided.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Michael Finnan

    Michael Finnan

    PresidentCRD 2311960

  • Paul Metz

    Paul Metz

    Financial AdvisorCRD 2443570

  • Edward Maher

    Edward Maher

    Head Trader and Account SupervisorCRD 1431387

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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