Compass Securities Corporation

Broker-DealerFINRA MemberEst. 1985
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 in the data as an investment bank. The firm’s SEC registration dates to 1985 and its ownership is listed as a domestic entity with individual ownership elements. The snapshot indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser; it is also not identified as a pension consultant or a related adviser. The source does not provide detail on the firm’s client segments, fee schedules, or specific advisory/business activities.

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 5
  • Seth Chadwick

    Seth Chadwick

    Chief Investment OfficerCRD 3152006

  • Scott Chaisson

    Scott Chaisson

    President and CEOCRD 2353375

  • Susan Weschler

    Susan Weschler

    Chief Compliance OfficerCRD 1796103

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Contacts

3 of 27
  • Tyler Chaisson

    Tyler Chaisson

    Investment AdvisorCRD 6965271

  • Timothy Shanahan

    Timothy Shanahan

    PresidentCRD 709231

  • Maria Kondracki Dwyer

    Investment AdvisorCRD 844274

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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