COMMONGOOD SECURITIES LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
WINTER PARK, Florida
CRD number
289317
Registered since
February 12, 2018

Firm profile

FINTRX

Overview

Commongood Securities LLC is organized as a limited liability company and has been SEC-registered since 2018. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a domestic entity and an individual. The snapshot indicates the firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide descriptive entries for the firm's advisory activities, business lines, client segments, or fee schedules.

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

Contacts

3 of 3
  • JEFFREY SHAFER

    Co-FounderCRD 2785447

  • Stephen Hester

    Vice PresidentCRD 5542603

  • ANNA CROSS

    AccountantCRD 5894013

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
181 W Stovin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth