MCG Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
163144
Registered since
October 31, 2012

Firm profile

FINTRX

Overview

MCG Securities LLC is an SEC-registered limited liability company first registered in 2012. Publicly available data classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser. Other standard fields such as fee structure, business activities, advisory activities, and client base were not reported.

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

1 of 1
  • Gregory Bodkin

    Gregory Bodkin

    Chief Compliance OfficerCRD 3008389

Contacts

1 of 1
  • Lawrence Zelin

    Registered RepresentativeCRD 1655034

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
37 West Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth