CBC Securities, Inc.
Firm details
- Headquarters
- Chestnut Hill, Massachusetts
- CRD number
- 46153
- Registered since
- December 21, 1998
Firm profile
FINTRXOverview
CBC Securities, Inc. is organized as a corporation and is listed in FINTRX with an unclassified firm type. Ownership is recorded in FINTRX as involving domestic, foreign and individual entities. The snapshot data indicate the firm does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser. FINTRX does not supply details on the firm's client segments, fee models, specific business activities, or advisory services. That lack of public-facing disclosure makes it difficult to characterize the firm's market positioning or target client profile from the available 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
Owners & executives
3 of 3
Yee Ki Wan
Chief Executive OfficerCRD 3078166

Qiang Liu
President, CEOCRD 6843524

Erin Baskett
Chief Compliance OfficerCRD 4538604
Contacts
3 of 4
Gordon Yale
Senior ConsultantCRD 1010194

Melissa Costine
CCOCRD 2646983

Marlon Bevaun
FinOpCRD 6259795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chestnut Hill, MA
Middlesex
Location
Chestnut Hill, MA
Headquartered in Chestnut Hill, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 250 Hammond Pond Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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