Backstrom Mccarley Berry & Co, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
124503
Registered since
March 6, 2003

Firm profile

FINTRX

Overview

Backstrom Mccarley Berry & Co, LLC is listed as a limited liability company that registered with the SEC in 2003 and is classified in FINTRX as an investment bank. Ownership is recorded as individual rather than institutional. The firm’s public profile in the dataset is lean: fields for client base, fee structure, advisory activities and business activities are not populated. Registry flags in FINTRX indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. Those attributes point to a business orientation toward transactional or corporate finance activity rather than traditional wealth management or discretionary asset management as captured in this dataset.

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
  • Vincent Mccarley

    Vincent Mccarley

    Chief Executive OfficerCRD 1711341

Contacts

3 of 6
  • Ronald Browning-smith

    Ronald Browning-smith

    Senior Vice PresidentCRD 1235944

  • Peter Wong

    Peter Wong

    Senior Vice PresidentCRD 1330951

  • Frank Leung

    Financial ProfessionalCRD 2145757

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
130 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth