GM Securities, LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 154657
- Registered since
- March 16, 2011
Firm profile
FINTRXOverview
GM Securities, LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is classified as an investment bank and is owned by a mix of a domestic corporate entity and an individual. Publicly reported attributes indicate it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Taken together, the snapshot suggests GM Securities operates on the investment banking side of the financial services industry rather than as a traditional wealth manager or discretionary asset manager. The firm has provided limited detail on fee structures, advisory activities, or client segments in the dataset.
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 1
Bridget Spaulding
Chief Financial OfficerCRD 6392261
Contacts
3 of 13
John Beagle
Co-Founder and Managing DirectorCRD 2230709

Benjamin Scharff
Managing DirectorCRD 2738663

Andrew Hinz
Managing DirectorCRD 4837399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 833 E Michigan St
- Time zone
- CT (UTC-6)
- Office locations
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