CAVU SECURITIES LLC

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
RED BANK, New Jersey
CRD number
6906
Registered since
August 22, 1975

Firm profile

FINTRX

Overview

Cavu Securities LLC is organized as a limited liability company and has been registered with the SEC since 1975. The firm is listed as owned by a domestic entity/individual and is categorized as "Unclassified" in the available dataset. Filings indicate Cavu Securities is not a capital allocator, does not position itself as an active ESG investor, and is not identified as a multi-state or newly formed adviser. The record also shows it is not a pension consultant and has no related adviser designation. The firm has not disclosed its client segments, fee schedules, or specific advisory and business activities in the material provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • GREGORY PARSONS

    CEOCRD 3148868

  • CHRISTOPHER MATCHETT

    Chief Executive OfficerCRD 2454977

  • NICOLAS MEDINA

    Chief Compliance OfficerCRD 2413385

Contacts

3 of 17
  • THERESE TAYLOR

    Sales RepresentativeCRD 4059650

  • THOMAS RAIMONDI

    Senior Managing DirectorCRD 1834178

  • Christopher McMillan

    Senior Managing DirectorCRD 5801332

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RED BANK, NJ

MONMOUTH

Location

RED BANK, NJ

Headquartered in RED BANK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
331 Newman Springs Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth