W G SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
WEST HARTFORD, Connecticut
CRD number
140869
Registered since
October 27, 2006

Firm profile

FINTRX

Overview

W G Securities, LLC is a limited liability company that has been SEC-registered since 2006 and is classified as an investment bank. Ownership is identified as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and does not present itself as a pension consultant or related adviser. The firm has not provided details about its specific business activities or external affiliations.

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

Owners & executives

1 of 1
  • ROBERT BARRECA

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 19
  • Robert Van Trump

    Vice PresidentCRD 6423057

  • Tyler Cross

    Senior AssociateCRD 6800480

  • Scott Stewart

    FinOpCRD 6977422

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST HARTFORD, CT

HARTFORD

Location

WEST HARTFORD, CT

Headquartered in WEST HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
10 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth