NCG Securities LLC

Broker-DealerFINRA Member
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 with ownership described as a domestic entity and an individual. Publicly visible firm attributes in the dataset are minimal: it is categorized as "unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source data does not include descriptions of the firm's advisory or business activities, client segments, fee schedules, or investment strategy, so there is no basis in the record to characterize how the firm positions itself in the wealth-management or capital-markets landscape.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Michelle Bennett

    Michelle Bennett

    Executive Vice PresidentCRD 4456604

  • Jocelyn Degroote

    Jocelyn Degroote

    Senior Vice PresidentCRD 5054086

  • Joanne Spears

    Joanne Spears

    Senior Vice President, Financial PlanningCRD 4638755

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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