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 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
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 9
Bjorn Jordan
Chief Compliance OfficerCRD 4366435

Elisabeth Davis
Partner, CFOCRD 3273828
Elana Feigenblatt
Chief Operations OfficerCRD 4880188
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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