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 has been registered with the SEC since 1998. The firm's classification in the source is listed as unclassified, and reported ownership descriptors include domestic entity, foreign entity and individual components. The profile flags a number of operational characteristics: it is not identified as a capital allocator, it is not an active ESG investor, it is not a multistate adviser, it is not newly formed, it does not serve as a pension consultant, and it is not listed as a related adviser. The source did not provide detail on the firm’s advisory services, fee schedule, client segments or specific business activities.
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
Yee Ki Wan
Chief Executive OfficerCRD 3078166

Qiang Liu
President, CEOCRD 6843524

Erin Baskett
CEOCRD 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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