CMG Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
San Ramon, California
CRD number
289090
Registered since
March 22, 2018

Firm profile

FINTRX

Overview

CMG Securities LLC is organized as a limited liability company with ownership that includes a domestic entity and an individual. The firm is listed in source records without a more specific classification, and public disclosures about its core business lines are minimal. Available metadata indicates CMG Securities does not operate as a capital allocator and is not identified as an active ESG investor. It also is not flagged as a multi-state adviser, a pension consultant, a related adviser to another registered adviser, or a newly formed adviser. Details about the firm's client base, fee schedules, and advisory activities were not provided in the source material.

Location & Offices

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

Owners & executives

1 of 1
  • Andrew George

    Chief Administration OfficerCRD 6825889

Contacts

3 of 7
  • David Panagrossi

    David Panagrossi

    ComplianceCRD 2317860

  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Matthew Potasky

    Matthew Potasky

    Vice PresidentCRD 5433285

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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