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 organized as a corporation and has been SEC-registered since 1998. The firm is owned by an individual and is classified in the available data as "Unclassified," with limited public detail about its core advisory or brokerage activities. The record indicates Morgan Wilshire does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the supplied dataset. The firm’s public profile contains sparse business and client information, so its market positioning and client focus are not disclosed in the material provided.
Assets & Accounts
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 10
Michael Finnan
PresidentCRD 2311960
Paul Metz
Financial AdvisorCRD 2443570

Edward Maher
Head Trader and Account SupervisorCRD 1431387
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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