W G Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
West Hartford, Connecticut
CRD number
140869
Registered since
October 27, 2006

Firm profile

FINTRX

Overview

W G Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2006. Registry details indicate ownership structure tied to a domestic entity and an individual. The available records do not describe fee schedules, client segments, or specific advisory services; instead, the profile signals a firm positioned more toward investment-banking or broker-dealer activities than traditional discretionary wealth management.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Robert Barreca

    Robert Barreca

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 17
  • Leora Zach

    Leora Zach

    Registered RepresentativeCRD 5560770

  • Lawrence Reinharz

    Lawrence Reinharz

    PartnerCRD 4316477

  • Scott Stewart

    Scott Stewart

    FinOpCRD 6977422

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Hartford, CT

Hartford

Location

West Hartford, CT

Headquartered in West Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
10 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth