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 a limited liability company that appears in FINTRX as an SEC-registered advisory entity first registered in 2012. Ownership is recorded as a combination of a domestic entity and an individual. The record classifies the firm as "Unclassified," indicating it does not fit into the platform's usual RIA subcategories or that the firm has not provided category details. The firm’s profile on FINTRX contains limited disclosure about its activities. The database flags MCG Securities LLC as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered manager. Fields for business activities, advisory activities, client base, and fee structure are not populated 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth