CMG SECURITIES LLC
Firm details
- Headquarters
- SAN RAMON, California
- CRD number
- 289090
- Registered since
- March 22, 2018
Firm profile
FINTRXOverview
CMG Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2018). Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified; the profile does not identify an explicit client base, fee structure or stated advisory activities. The firm’s FINTRX snapshot flags several operational attributes: it is not a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser.
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
1 of 1Andrew George
Chief Administration OfficerCRD 6825889
Contacts
3 of 7MATTHEW POTASKY
Sales and TradingCRD 5433285
JOSEPH SCIPIONE
Vice PresidentCRD 6457563
Joseph Cabrall
Senior Vice PresidentCRD 6825905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAMON, CA
CONTRA COSTA
Location
SAN RAMON, CA
Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 3160 Crow Canyon Rd
- Time zone
- PT (UTC-8)
- Office locations
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