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 SEC-registered since 1999. Public filings identify the owner type as an individual and classify the firm as "unclassified," with no indication that it functions as a capital allocator. The firm is not listed as an active ESG investor, is not designated a multi-state adviser, and is not identified as a pension consultant or related adviser. Available records do not describe the firm's advisory activities, client segments, fee structure, or typical investment mandates.
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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