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CRD#: 121735
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BG WORLDWIDE SECURITIES, INC. is located at 340 North Westlake Blvd., Suite 160, Westlake Village, CA 91362 and was first established at Los Angeles, California in 12/06/2001. After operating for 24 years, BG WORLDWIDE SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BG WORLDWIDE SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BG WORLDWIDE SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BG WORLDWIDE SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BG WORLDWIDE SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BG WORLDWIDE SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BG WORLDWIDE SECURITIES, INC. Comes From

Understanding the Statistics for BG WORLDWIDE SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
340 North Westlake Blvd., Suite 160, Westlake Village, CA 91362
Mailing Address
340 North Westlake Blvd., Suite 160, Westlake Village, CA 91362
Firm Size
Small
Phone Number
(310) 551-2800
Established
California since 12/06/2001
Firm Type
Corporation
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BENEFITS GROUP WORLDWIDE, INC.OWNER
ONESTO, RICHARD ERNESTPFO, POO, FINOP2453096
SHOR, ROBERT EDWARDPRESIDENT, CCO1701164
SHOR, ROBERT EDWARDPRINCIPAL OPERATING OFFICER1701164
SWEENEY, BRIAN PATRICKPRINCIPAL4174087

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Advisor's working at BG WORLDWIDE SECURITIES, INC.

BS

Brian Patrick Sweeney

Brian P Sweeney
IAR
RR
CRD#: 4174087
Location:
Yulee, FL
Company:
MINISTRY PARTNERS SECURITIES, LLC
Disclosures:
Experience:
25 years
View Profile
RS

Robert Edward Shor

Rob Shor, Robert E Shor
RR
CRD#: 1701164
Location:
Westlake Village, CA 91362
Company:
BG WORLDWIDE SECURITIES, INC.
Disclosures:
Experience:
38 years
View Profile
AC

Amy O'meara Chambers

Amy Kathryn O'meara
RR
CRD#: 7566534
Location:
Westlake Village, CA 91362
Company:
BG WORLDWIDE SECURITIES, INC.
Disclosures:
Experience:
3 years
View Profile
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