M&A Securities Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
90
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
39999
Registered since
December 19, 1996

Firm profile

FINTRX

Overview

M&A Securities Group, Inc. is organized as a corporation and is classified in FINTRX as an investment bank. The firm appears on the SEC register dating back to 1996 and is held by an individual owner. Its profile flags that it does not act as a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. The combination of an investment-bank classification and the regulatory markers in the snapshot point toward a focus on transactional and advisory work rather than traditional discretionary asset management. FINTRX does not list fee-based advisory lines or a capital-allocation mandate for the firm, so its business model is consistent with investment-banking activities rather than running client portfolios.

Assets & Accounts

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

3 of 4
  • Albert Melchiorre

    Albert Melchiorre

    President & CEOCRD 1900400

  • Jessica Pastorino

    Jessica Pastorino

    President, Chief Compliance OfficerCRD 5230374

  • Matthew Plooster

    Matthew Plooster

    Founder & CEOCRD 5398894

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Contacts

3 of 86
  • Drew Mcmillin

    Drew Mcmillin

    PartnerCRD 5736112

  • Michael Stone

    Michael Stone

    Managing DirectorCRD 5894468

  • Jason Plunkett

    Jason Plunkett

    Vice PresidentCRD 4859990

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kansas City, MO

Clay

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Clay
Address
4151 N Mulberry Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth