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CRD#: 332390
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for M&CO. SECURITIES LLC Comes From
Understanding the Statistics for M&CO. SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
457 Lurgan Road, New Hope, PA 18938
Mailing Address
457 Lurgan Road, New Hope, PA 18938
Firm Size
Small
Phone Number
(945) 293-6410
Established
Delaware since 06/14/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at M&CO. SECURITIES LLC
NS
Nicholas P Shevloff
IAR
RR
CRD#: 1857379
Location:
Dallas, TX 75201
Company:
MACK & CO. PARTNERS, LP
Disclosures:
Experience:
37 years
RM
Roszell Mack III
IAR
RR
CRD#: 2386014
Location:
Dallas, TX
Company:
MACK & CO. PARTNERS, LP
Disclosures:
Experience:
32 years
RZ
Richard Lewis Zack
IAR
RR
CRD#: 2651386
Location:
New Hope, PA
Company:
MACK & CO. PARTNERS, LP
Disclosures:
Experience:
30 years
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