Morgan Wilshire Securities, Inc.
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 44807
- Registered since
- August 3, 1998
- Website
- morganwilshire.com
Firm profile
FINTRXOverview
Morgan Wilshire Securities, Inc. is an individually owned corporate entity that has been registered with the SEC since 1998. The firm’s public profile is minimal: it is classified as "Unclassified" in the available record and does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or as having a related adviser. No specific advisory or brokerage activities, client segments, or investment preferences are disclosed in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11
Michael Finnan
PresidentCRD 2311960
Edward Maher
Head Trader and Account SupervisorCRD 1431387
Paul Metz
Financial AdvisorCRD 2443570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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