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 appears in SEC records as having registered in 2018. Public filings identify ownership as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is also not reported to operate as a multi-state adviser, pension consultant, or related adviser according to the same data extract.
Assets & Accounts
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 7
David Panagrossi
ComplianceCRD 2317860
Kenneth George
FinOpCRD 2643369
Matthew Potasky
Vice PresidentCRD 5433285
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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