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 organized as a limited liability company and appears in SEC records dating to 2012. Ownership is recorded as a combination of a domestic entity and an individual. The firm is labeled “unclassified” in the provided dataset. The available profile supplies very little about the business model or service lines. The record indicates MCG Securities LLC does not self-identify as an active ESG investor, is not a multi-state adviser, is not a capital allocator, and does not list pension consulting or related-adviser status. No descriptive detail about advisory activities, fee structure, or client segments was included in the source data.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth