CC Securities, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 153523
- Registered since
- April 19, 2011
- Website
- centercapgroup.com
Firm profile
FINTRXOverview
CC Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2011. The firm is classified as an investment bank rather than a discretionary capital allocator or a multi-state advisory boutique. The record indicates owner type as a domestic entity/individual. FINTRX does not list the firm as an active ESG investor, and details about its specific advisory or business activities are not provided in the dataset.
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 3
Lisa Beeson
Principal, Chief Operations OfficerCRD 1735489
Margaret Gavlik
Chief Compliance OfficerCRD 1175128
Deborah Smith
Co-Founder and CEOCRD 4429184
Contacts
3 of 7
Robert Miranda
Registered RepresentativeCRD 6126099
John Gauthier
PrincipalCRD 4921009
Jonathan Doyle
AnalystCRD 8112949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 3 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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