Securities Equity Group
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 47215
- Registered since
- September 27, 1999
- Website
- securityequitygroup.com
Firm profile
FINTRXOverview
Securities Equity Group is organized as a corporation and has been registered with the SEC since 1999. The firm is owned by an individual and is classified as "unclassified" in the available records. The profile indicates the adviser is not a multi-state firm, does not position itself as a capital allocator, and is not identified as an active ESG investor. Other service-designation fields such as pension consulting and related-adviser status are marked negative in the source data.
Assets & Accounts
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
Owners & executives
1 of 1Carin Amaradio
CEO & CCOCRD 712800
Contacts
2 of 2
Mark Goldsmith
Senior Financial AdvisorCRD 1740865
Semir Amin
Senior Financial AdvisorCRD 1741206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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