CGA Securities, LLC

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Baltimore, Maryland
CRD number
32301
Registered since
June 4, 1993

Firm profile

FINTRX

Overview

CGA Securities, LLC is organized as a limited liability company and appears in SEC records dating back to 1993. Public data identify the ownership as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset and its filings do not describe typical advisory activities, client segments, or fee arrangements. The record also indicates CGA Securities is not registered or designated as a multi-state adviser, not a pension consultant, and is not reported as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 9
  • Acie Newton

    Acie Newton

    AssociateCRD 6943006

  • William Gore

    Managing Director & PrincipalCRD 2194193

  • David Persky

    David Persky

    Managing DirectorCRD 1363964

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore City
Address
2 Village Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth