Sharegain Securities Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318555
Registered since
February 14, 2023

Firm profile

FINTRX

Overview

Sharegain Securities Inc. is organized as a corporation with a domestic ownership structure that includes an individual owner. Public source material provides minimal detail about the firm's business lines or advisory activities; the entity is classified as "unclassified" in the available data. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. The firm has not disclosed fee structures, client segments, or specific investment mandates in the provided dataset.

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
  • Thomas George

    FinOpCRD 5378303

  • Reisa Asimovic

    Reisa Asimovic

    General ManagerCRD 7785368

  • Matthew Morley

    Matthew Morley

    Senior Operations AnalystCRD 7772656

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
60 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth