CBC Securities, Inc.
Firm details
- Headquarters
- Chestnut Hill, Massachusetts
- CRD number
- 46153
- Registered since
- December 21, 1998
Firm profile
FINTRXOverview
CBC Securities, Inc. is a corporate entity that has been SEC-registered since 1998. Public filings in the FINTRX snapshot identify ownership that includes domestic and foreign entities as well as individuals, but the firm is listed as “Unclassified” for its advisory classification. The dataset offers very limited detail on business lines or client-facing activities, and the firm did not provide narrative descriptions of its services or outside affiliations. Regulatory flags in the snapshot indicate CBC Securities, Inc. does not act as a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multi-state adviser, pension consultant, or related adviser in the available data.
Assets & Accounts
Investments & Alternatives
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
Marlon Bevaun
Chief Financial OfficerCRD 6259795

Yee Ki Wan
Chief Executive OfficerCRD 3078166

Qiang Liu
President, CEOCRD 6843524
Contacts
3 of 4
Melissa Costine
CCOCRD 2646983

Houston Li
ExecutiveCRD 7793997

Gordon Yale
Senior ConsultantCRD 1010194
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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