CF SECURED, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
88
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
285841
Registered since
May 16, 2017

Firm profile

FINTRX

Overview

CF Secured, LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2017. The ownership is listed as both a domestic entity and an individual. The firm is categorized as "Unclassified" in the source data and is not identified as a capital allocator. It is not marked as an active ESG investor and is not designated a multi-state adviser. Several standard fields — including detailed business activities, advisory services, client segments, and fee structure — are not disclosed in the provided dataset.

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 9
  • KENNETH PAULSON

    CFOCRD 2862259

  • DANNY SALINAS

    Senior Managing Director and Chief Financial OfficerCRD 6184109

  • WILLIAM SHIELDS

    Chief Compliance OfficerCRD 2380166

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Contacts

3 of 79
  • GRANT COTUGNO

    Margin AnalystCRD 7789911

  • ANTHONY DEMONTE

    Managing DirectorCRD 2807516

  • MARIA CARLUCCIO

    Senior Vice PresidentCRD 4961589

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
110 E 59th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth