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 a limited liability company that registered with the SEC in 2018. FINTRX classifies the firm as unclassified and records ownership as a mix of a domestic entity and an individual. The snapshot flags the firm as not being a capital allocator and not an active ESG investor; it is not registered as a multi-state adviser, not newly formed, and is not identified as a pension consultant or as having a related adviser. The FINTRX entry does not include a description of the firm’s business lines, advisory services, fee schedule, or client segments, so there is no detail in the record about target client types or the specific services Commongood Securities offers.

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

    Jeffrey Shafer

    Co-FounderCRD 2785447

  • Stephen Hester

    Stephen Hester

    Vice PresidentCRD 5542603

  • Anna Cross

    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