CGS International Securities USA, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
141892
Registered since
March 6, 2007

Firm profile

FINTRX

Overview

CGS International Securities USA, Inc. is organized as a corporation with ownership listed as a combination of a foreign entity and an individual. The firm is classified in the source data as "unclassified." Available records indicate it is not designated as a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide descriptive detail about its advisory activities, fee arrangements, or client mix in the materials reviewed. That absence of public-facing activity descriptions makes its market positioning and service offering unclear from the data set.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Helen Chin-luk

    Chief Financial OfficerCRD 2292149

Contacts

3 of 8
  • Joanna Lam

    Joanna Lam

    ManagerCRD 4337478

  • Bertram Lai

    Bertram Lai

    Managing DirectorCRD 4477267

  • Swati Gulati

    Supervisory AnalystCRD 5253420

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
524 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth