BG Worldwide Securities, Inc.
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 121735
- Registered since
- November 18, 2002
Firm profile
FINTRXOverview
BG Worldwide Securities, Inc. is organized as a corporation and operates as an insurance broker‑dealer. The firm has been SEC-registered since 2002 and is owned by a combination of a domestic entity and an individual. In the FINTRX snapshot the firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not list fee or advisory activity details for the firm, and no client segmentation or business‑activity narrative is provided in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Brian Sweeney
CCO, PrincipalCRD 4174087
Richard Onesto
FinOpCRD 2453096
Robert Shor
PresidentCRD 1701164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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