Gregory P. Bodkin

REVERE SECURITIES LLC

New York, NY 10022

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CRD#: 3008389

Professional summary

Gregory Patrick Bodkin, who also goes by Gregory Patrick Bodkin Jr, is a registered financial professional currently at REVERE SECURITIES LLC located in New York, New York and IBN FINANCIAL SERVICES, INC. located in Uniondale, New York.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2005. Gregory has worked at 7 firms and has passed the Series 63, Series 65, Series 82TO, Series 99TO, SIE, Series 87, Series 14, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gregory Patrick Bodkin Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Patrick Bodkin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 17, 2023 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022

CRD#: 14178

New York, NY

Current

July 19, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 626 Rxr Plaza, Uniondale, NY 11556

RIA

CRD#: 42360

Uniondale, NY

Current

November 21, 2024 - Present

MCG SECURITIES LLC

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 163144

Wayne, PA

Past

March 3, 2022 - August 26, 2024

BOURNEHILL INVESTMENT SERVICES, INC.

CRD#: 104003

Uniondale, NY

Past

May 18, 2017 - October 6, 2021

WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366

New York, NY

Past

September 15, 2008 - April 8, 2011

IDB CAPITAL CORP.

CRD#: 106032

NEW YORK, NY

Past

November 21, 2005 - September 16, 2008

HENLEY & COMPANY LLC

CRD#: 131453

UNIONDALE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/21/2025)

New York
(7/19/2023)

Exams

State Security Law Exam

Series 63

FINRA

Current Firm

MCG SECURITIES LLC

MCG SECURITIES LLC | MERION CAPITAL GROUP

CRD#: 163144 / SEC#: , 8-69068

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

37 West Ave Suite 302, Wayne, PA 19087

Mailing Address

37 West Ave Suite 302, Wayne, PA 19087

Phone number

(610) 337-6500

Established

Pennsylvania since 03/12/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MCG SECURITIES HOLDINGS, LLC	OWNER
BODKIN, GREGORY PATRICK	CCO	3008389
ZELIN, LAWRENCE ARNOLD	CEO	1655034

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory P. Bodkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Patrick Bodkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

MCG SECURITIES LLC

BOURNEHILL INVESTMENT SERVICES, INC.

WORDEN CAPITAL MANAGEMENT LLC

IDB CAPITAL CORP.

HENLEY & COMPANY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/21/2022

Series 65

Date: 1/28/2008

Series 82TO

Date: 11/21/2024

Series 99TO

Date: 11/21/2024

SIE

Date: 10/1/2018

Series 87

Date: 4/11/2006

Series 14

Date: 1/2/2023

Series 53

Date: 6/8/2006

Series 4

Date: 2/17/2006

Series 24

Date: 1/30/2006

FINRA

Current Firm

MCG SECURITIES LLC

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MCG SECURITIES LLC

TRUST BUT VERIFY

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