Compass Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Braintree, Massachusetts
CRD number
16168
Registered since
March 4, 1985

Firm profile

FINTRX

Overview

Compass Securities Corporation is organized as a corporation and is classified as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm's publicly reported snapshot does not describe its advisory activities, client types, fee model, or specific business lines. The profile also indicates the firm is not positioned as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state or newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Braintree, MA

Norfolk

Location

Braintree, MA

Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
50 Braintree Hill Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth