Cabot Lodge Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
115
Avg account
$0

Firm details

Headquarters
Schaumburg, Illinois
CRD number
159712
Registered since
August 9, 2012

Firm profile

FINTRX

Overview

Cabot Lodge Securities LLC is a limited liability company operating as a conventional broker-dealer. The firm is SEC-registered (initial registration in 2012) and listed as owned by a domestic entity/individual. FINTRX classifies it as a broker-dealer rather than an asset manager or capital allocator. Public data available through FINTRX provides very limited detail about the firm’s client segmentation, fee schedules, or advisory service lines. The record identifies Cabot Lodge Securities LLC as not being a capital allocator and not reporting active ESG investing activity. It is also not identified as a multi-state registered investment adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Bjorn Jordan

    Bjorn Jordan

    Chief Compliance OfficerCRD 4366435

  • Elisabeth Davis

    Elisabeth Davis

    Partner, CFOCRD 3273828

  • Elana Feigenblatt

    Chief Operations OfficerCRD 4880188

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Contacts

3 of 106
  • David Winfrey

    David Winfrey

    Registered RepresentativeCRD 5807492

  • John Doiron

    Financial AdvisorCRD 5305305

  • Shannon Shehorn

    Investment Advisor RepresentativeCRD 4302650

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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