MCM Securities LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Troy, New York
CRD number
41571
Registered since
February 19, 1997

Firm profile

FINTRX

Overview

MCM Securities LLC is a limited liability company that has been registered with the SEC since 1997. The firm is owned by a combination of a domestic entity and an individual and is classified in the source data as "Unclassified." Available records do not list client segments, specific advisory activities, or a published fee schedule. The profile data flags the firm as not being a capital allocator and not active on ESG mandates. It is also not designated as a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • John Peterson

    CRD 2096386

  • Tracey Poissant

    CRD 6965068

  • Richard Mattera

    FinOpCRD 2246513

Unlock 2 more contacts

Wealth teams

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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

Troy, NY

Rensselaer

Location

Troy, NY

Headquartered in Troy, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Rensselaer
Address
1609 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth