CFS Securities, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Shelton, Connecticut
CRD number
46201
Registered since
December 23, 1998

Firm profile

FINTRX

Overview

CFS Securities, Inc. is organized as a corporation and is individually owned. The firm shows an SEC registration date of 1998. FINTRX data classifies it as unclassified and does not list the firm as a capital allocator or a related adviser. The profile indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or a newly formed adviser. No advisory activities, fee structure, or detailed business activities are provided in the available data.

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

1 of 1
  • Thomas Kerney

    Thomas Kerney

    Chief Compliance OfficerCRD 5581521

Contacts

2 of 2
  • Michael Butler

    Michael Butler

    PresidentCRD 6318239

  • Steven Butler

    Steven Butler

    Vice PresidentCRD 7410569

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelton, CT

Fairfield

Location

Shelton, CT

Headquartered in Shelton, 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
1000 Bridgeport Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth