M&A Securities Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
91
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 categorized in FINTRX as an investment bank. The firm first registered with the SEC in 1996 and is owned by an individual. The snapshot data indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX did not supply detail on the firm's client base, fee structure, business activities, or specific advisory services. That absence of disclosure, combined with the investment-bank classification, suggests the organization operates more in advisory and intermediary roles typical of broker-dealer or investment banking activity rather than as an asset-management RIA with discretionary portfolios.

Assets & Accounts

Investments & Alternatives

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 87
  • 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

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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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