CBC Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
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 and has been SEC-registered since 1998. The firm's ownership is recorded in the snapshot as a combination of domestic entity, foreign entity and individual interests, and its internal classification is listed as unclassified. The FINTRX snapshot signals that CBC Securities does not function as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. The snapshot does not provide details on the firm's fee structure, client segments, business lines, or advisory activities.

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

3 of 3
  • Marlon Bevaun

    Marlon Bevaun

    Chief Financial OfficerCRD 6259795

  • Yee Ki Wan

    Yee Ki Wan

    Chief Executive OfficerCRD 3078166

  • Qiang Liu

    Qiang Liu

    President, CEOCRD 6843524

Contacts

3 of 4
  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Houston Li

    Houston Li

    ExecutiveCRD 7793997

  • Gordon Yale

    Gordon Yale

    Senior ConsultantCRD 1010194

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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