W G Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
18
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 organized as a limited liability company and is registered with the SEC; the registration dates back to 2006. FINTRX classifies the firm as an investment bank rather than a capital allocator or advisory-focused RIA. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not list the firm's client types, fee schedule, or the specific advisory and business activities it conducts, so publicly reported disclosure of its client-facing model and service set is limited.

Assets & Accounts

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

    Robert Barreca

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 17
  • Leora Zach

    Leora Zach

    Registered RepresentativeCRD 5560770

  • Lawrence Reinharz

    Lawrence Reinharz

    PartnerCRD 4316477

  • Scott Stewart

    Scott Stewart

    Principal ConsultantCRD 6977422

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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