Morgan Wilshire Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Garden City, New York
CRD number
44807
Registered since
August 3, 1998

Firm profile

FINTRX

Overview

Morgan Wilshire Securities, Inc. is a corporately organized financial firm that shows an SEC registration date of 1998 and is listed as individually owned. The firm's publicly reported profile is sparse: it is classified as "unclassified" in the snapshot, and the record indicates it does not operate as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status or pension consultancy relationships. FINTRX provides no descriptive material about the firm's business activities, advisory services, investment preferences, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Michael Finnan

    Michael Finnan

    PresidentCRD 2311960

  • Edward Maher

    Edward Maher

    Head Trader and Account SupervisorCRD 1431387

  • Paul Metz

    Paul Metz

    Financial AdvisorCRD 2443570

Unlock 6 more contacts

Wealth teams

FINTRX

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

Garden City, NY

Nassau

Location

Garden City, NY

Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
59 Hilton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth