SMG Securities, Inc.

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

Firm details

Headquarters
New York, New York
CRD number
17406
Registered since
January 24, 1986

Firm profile

FINTRX

Overview

SMG Securities, Inc. is organized as a corporation with ownership described as a domestic entity and individual owners. Publicly available profile fields show limited disclosure about the firm’s advisory activities and client focus; several common advisor attributes are blank in the record. The firm is not identified as a capital allocator, and it is not flagged as an active ESG investor. It also does not appear as a multi-state adviser or a pension consultant in the referenced data. The available information does not enumerate business lines, fee models, or target client segments, so the firm’s primary market positioning and service mix are not clearly documented in the source material.

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
  • Nathan Cortright

    Nathan Cortright

    Managing DirectorCRD 702655

  • Leo Blackford

    Leo Blackford

    Managing DirectorCRD 830361

  • Jeffrey Tepper

    Jeffrey Tepper

    Managing DirectorCRD 1215438

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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
333 E 66th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth