M&A Securities Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
95
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 as an investment bank. The entity has been registered with the SEC since 1996 and is owned by an individual owner. The firm's profile indicates it does not function as a capital allocator or related investment adviser, and it is not designated as a multi-state adviser or a pension consultant. Regulatory and activity flags in the snapshot show the firm is not identified as an active ESG investor and is not listed as a newly formed adviser or a related adviser. No detailed descriptions of advisory services, fee schedules, client segments, or business activities were provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Matthew Plooster

    Matthew Plooster

    Founder & CEOCRD 5398894

  • Jessica Pastorino

    Jessica Pastorino

    President, Chief Compliance OfficerCRD 5230374

  • Duane Donner

    Duane Donner

    Founder & CEOCRD 5861018

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Contacts

3 of 91
  • Andrew Hubner

    Andrew Hubner

    AnalystCRD 8217531

  • Patrick Fraley

    Patrick Fraley

    Managing DirectorCRD 6074848

  • Francesca Scarito

    Associated PersonCRD 2387679

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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