Commonfund Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
43541
Registered since
September 18, 1997

Firm profile

FINTRX

Overview

Commonfund Securities, Inc. is organized as a corporation and has been registered with the SEC since 1997. FINTRX classifies the firm as "Unclassified" and lists the owner type as a domestic entity and individual. The registry notes the firm is not a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied to FINTRX does not include detail on the firm's client segments, fee structure, or specific business and advisory activities, so those operational characteristics are not reflected in this profile.

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 6
  • Mark Hoeing

    Mark Hoeing

    President and CEOCRD 4950015

  • Dana Moreau

    Dana Moreau

    Chief Operating Officer & Chief Financial OfficerCRD 5870902

  • Timothy Yates

    Timothy Yates

    President and CEOCRD 4610556

Unlock 3 more executives

Contacts

3 of 29
  • Daniel Connell

    Daniel Connell

    Managing DirectorCRD 6632120

  • Ilana Roth Escandon

    Ilana Roth Escandon

    SalesCRD 4281138

  • Troy Langton

    Troy Langton

    AssociateCRD 8114266

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, 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
601 Merritt 7
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth