NCG Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Red Bank, New Jersey
CRD number
160481
Registered since
May 2, 2013

Firm profile

FINTRX

Overview

NCG Securities LLC is organized as a limited liability company and appears on SEC records dating to 2013. The firm is owned by domestic interests and is not classified under a specific adviser category in the available data. Reported firm attributes indicate it does not act as a capital allocator, is not designated as a multi-state adviser, and is not engaged as a pension consultant or related adviser. The firm is not identified as an active ESG investor. There are no detailed public disclosures about the firm’s advisory services, target client segments, or typical business activities.

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 8
  • Michelle Bennett

    Michelle Bennett

    Executive Vice PresidentCRD 4456604

  • Jocelyn Degroote

    Jocelyn Degroote

    Senior Vice PresidentCRD 5054086

  • Barbara Lancia

    Barbara Lancia

    Senior Vice President, OperationsCRD 5977104

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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

Red Bank, NJ

Monmouth

Location

Red Bank, NJ

Headquartered in Red Bank, NJ, 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
Monmouth
Address
12 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth