Cabot Lodge Securities LLC
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 159712
- Registered since
- August 9, 2012
- Website
- www.clsecurities.com
Firm profile
FINTRXOverview
Cabot Lodge Securities LLC is organized as a limited liability company that operates as a conventional broker‑dealer. Ownership is shown as a mix of a domestic entity and an individual. The firm is not described as a capital allocator and does not present itself as an ESG investor. Available snapshot data does not list client segments, a fee model, or detailed advisory activities; the profile and filings provided contain limited information on the firm’s client-facing services.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Bjorn Jordan
Chief Compliance OfficerCRD 4366435
Elana Feigenblatt
Chief Operations OfficerCRD 4880188
Kim Martin
Partner & Chief Administrative OfficerCRD 1869455
Contacts
3 of 106
David Winfrey
Registered RepresentativeCRD 5807492
John Doiron
Financial AdvisorCRD 5305305
Shannon Shehorn
Investment Advisor RepresentativeCRD 4302650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 N Martingale Rd
- Time zone
- CT (UTC-6)
- Office locations
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