If CMA manages our account, where will the securities be held?

CMA does not serve as the custodian for client accounts. A brokerage firm is chosen to serve as the custodian for the account. If the client has no preference, CMA may recommend a custodian. In cases where transfer of securities may be necessary, CMA will prepare the necessary paperwork and facilitate these transfers.

Let’s talk to find out how we can help you reach financial freedom.