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 first registered with the SEC in 2012. Ownership is listed as a combination of a domestic entity and an individual. FINTRX categorizes the firm as unclassified and records that it does not operate as a capital allocator. The profile indicates the adviser is not multi-state, not newly formed, not a pension consultant, and not reported as a related adviser. The database also flags that MCG Securities is not an active ESG investor. Fields for client types, fee structure, and specific business or advisory activities are not populated in the source data, so the firm's target clients and core service offerings are not described in the available record.

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