COURTLANDT SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
137356
Registered since
February 14, 2006

Firm profile

FINTRX

Overview

Courtlandt Securities Corporation is organized as a corporation and is recorded as having been SEC-registered in 2006. Public disclosures for the entity are sparse: the dataset offers basic structural details but does not describe the firm’s target clients, service model, fee arrangements, or day-to-day advisory or brokerage activities. The firm is listed as individually owned and is categorized in the dataset as "unclassified." Available fields indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser.

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

2 of 2
  • LAURA LANG

    Principal and Chief Financial OfficerCRD 2249418

  • MICHAEL CRUZ

    President, CEOCRD 2130750

Contacts

3 of 4
  • GARY SQUIBB

    Stock BrokerCRD 2212740

  • Liam McNiff

    RealtorCRD 8162023

  • WILLIAM WRIGHT

    Business AnalystCRD 2746089

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
895 Dove St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth