BG Worldwide Securities, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
121735
Registered since
November 18, 2002

Firm profile

FINTRX

Overview

BG Worldwide Securities, Inc. is organized as a corporation that operates as an insurance broker‑dealer. The firm is SEC‑registered since 2002 and is owned by a combination of a domestic entity and an individual. Public data characterize the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. Available disclosures do not identify BG Worldwide Securities as a multi‑state adviser, a pension consultant, a related adviser, or a newly formed adviser. There is limited public detail about the firm’s specific advisory services, fee models, or core client segments.

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

Contacts

3 of 6
  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Robert Shor

    Robert Shor

    PresidentCRD 1701164

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
340 N Westlake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth