CBC Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chestnut Hill, Massachusetts
CRD number
46153
Registered since
December 21, 1998

Firm profile

FINTRX

Overview

CBC Securities, Inc. is organized as a corporation with an ownership mix that includes domestic entities, foreign entities, and individuals. The firm is classified as unclassified in the available records. It does not identify itself as a capital allocator, and it is not listed as an active ESG investor. Available metadata also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth