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 recorded as a limited liability company that has been SEC-registered since 2003. In the source record the firm is classified as an investment bank and is identified as individually owned. The profile indicates the firm does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or pension consultant adviser. The source file provides minimal detail on the firm's day-to-day advisory or business activities. The investment-banking classification implies its primary activity may revolve around transactional or capital markets work rather than traditional discretionary wealth management, but the record does not specify services, client segments, or product lines. The combination of individual ownership, single-office reporting, and sparse disclosures suggests a small, privately run operation; anyone needing a clearer picture should request the firm’s current service descriptions and regulatory filings directly.

Assets & Accounts

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

  • Frank Leung

    Financial ProfessionalCRD 2145757

  • Peter Wong

    Peter Wong

    Senior Vice PresidentCRD 1330951

Unlock 3 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth