Securities Equity Group
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 47215
- Registered since
- September 27, 1999
- Website
- securityequitygroup.com
Firm profile
FINTRXOverview
Securities Equity Group is organized as a corporation that registered with the SEC in 1999 and is held by an individual owner. The firm is classified as "Unclassified" in the available data and is not identified as a capital allocator, related adviser, pension consultant, or a multi-state or newly formed adviser. The profile indicates the firm does not identify as an active ESG investor. No further disclosures about advisory activities, typical client segments, fee structure, or specific investment preferences were provided.
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
Owners & executives
1 of 1Carin Amaradio
CEO & CCOCRD 712800
Contacts
2 of 2
Mark Goldsmith
Senior Financial AdvisorCRD 1740865

Semir Amin
Senior Financial AdvisorCRD 1741206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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